Unclaimed
Andrew Martin is a financial advisor with Fifth Third Securities, Inc. based out of Petoskey, MI. Andrew Martin is a registered representative with over 4 years of experience in the financial services industry. Andrew Martin holds the Series 7TO, Series 66 and SIE exams and is registered with the states of Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Andrew Martin also has a previous employment history with INFINEX INVESTMENTS, INC. and Citizens National Bank. Andrew Martin is available to provide financial planning services, portfolio management, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
03/19/2020 - Present
Fifth Third Securities, Inc. (PETOSKEY MI)
MI
03/28/2019 - 03/11/2020
INFINEX INVESTMENTS, INC. (CHEBOYGAN MI)
BOTH
Issued 06/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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