Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lutsch is a registered investment advisor representative at Citigroup Global Markets Inc. Andrew has been in the securities industry since May 2007. Andrew has been with Citigroup Global Markets Inc since May 2007, and has worked as a financial advisor at the firm since 2016. Andrew is registered with the state of Kentucky as an Investment Advisor Representative. Andrew has 16 approved SRO registrations, 53 approved state registrations, and 1 approved IA State registration.
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.
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2
KY
12/01/2022 - Present
Citigroup Global Markets Inc. (FLORENCE KY)
KY
05/29/2007 - 06/20/2016
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
KY
05/02/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (FLORENCE KY)
IA
Issued 11/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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