Unclaimed
Andrew Julius Hack is a registered investment advisor representative with Citigroup Global Markets Inc. Andrew has been in the securities industry since 2009. Prior to joining Citigroup, Andrew has also worked with HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp. and Wells Fargo Advisors, LLC. Andrew holds Series 7 and Series 66 licenses. Andrew is registered in 28 states and the District of Columbia. Andrew provides portfolio management services for individuals and businesses, as well as financial planning and asset allocation advice. Andrew's clients include individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
01/15/2014 - 10/10/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
10/01/2012 - 01/06/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
05/28/2010 - 07/13/2012
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NY
06/15/2009 - 04/14/2010
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 06/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2009
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
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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