Unclaimed
Andres Fernandez whitechurch is an active Broker-Dealer and Investment Advisor Representative registered with Citigroup Global Markets Inc. with over 8 years of experience in the industry. Prior to joining Citigroup Global Markets Inc., Andres worked at Deutsche Bank Securities Inc., Evercore Group L.L.C., BCP Securities, LLC and Miller Tabak Roberts Securities, LLC. Andres has passed the Series 63, 66, 7, 24, 79 and 86 exams, and holds licenses in all states. Andres's registrations are currently active and in good standing.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/29/2019 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
03/14/2018 - 10/15/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/02/2015 - 11/02/2017
EVERCORE GROUP L.L.C. (NEW YORK NY)
CT
06/02/2010 - 09/11/2013
BCP SECURITIES, LLC (GREENWICH CT)
NY
05/05/2009 - 05/25/2010
MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)
BC
Issued 09/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/19/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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