Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Greenhalgh is a financial professional with over 10 years of experience in the industry. He has been registered with Citigroup Global Markets Inc. since March 2020 and previously worked at J.P. Morgan Securities LLC. Andrew has a broad range of experience and holds multiple licenses including Series 7TO, 63 and 65. He has a proven track record of providing investment advice and portfolio management services to a diverse clientele, including individuals, high-net-worth individuals, corporations and charitable organizations. Andrew has a strong understanding of financial markets and a commitment to providing personalized and tailored financial solutions to meet the unique needs of his clients.
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
NV
03/16/2020 - Present
Citigroup Global Markets Inc. (Las Vegas NV)
NV
04/28/2014 - 08/15/2017
J.P. MORGAN SECURITIES LLC (HENDERSON NV)
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2014
Series 6 - Investment Company Products/Variable Contracts 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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