Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Martin is a financial advisor with Citigroup Global Markets Inc. Andrew has been working in the financial industry since 2012. Andrew is a Certified Financial Planner and has a diverse set of certifications including Series 7, 24, 52, 53, 66, and SIE. Andrew has experience working with a range of clients including high-net-worth individuals, corporations, and charitable organizations. Andrew provides a variety of advisory services including portfolio management, financial planning, and asset allocation advice. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida.
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
FL
08/02/2022 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
10/19/2020 - 02/12/2021
IFP SECURITIES, LLC (TAMPA FL)
FL
08/08/2019 - 10/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/08/2019 - 10/09/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
RI
10/31/2017 - 08/06/2019
CITIZENS SECURITIES, INC. (JOHNSTON RI)
RI
09/10/2012 - 10/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 03/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/2017
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/09/2012
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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