Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Martino is a financial advisor with Savvy. Andrew has been working in the financial services industry since 2009. Andrew holds the Series 63, Series 65, Series 66 and Series 7 licenses. Andrew is registered in the state of California. Andrew has previously worked at VALIC FINANCIAL ADVISORS, INC., PRUCO SECURITIES, LLC., MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and EDWARD JONES.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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NY
08/15/2024 - Present
Savvy (NEW YORK NY)
CA
08/21/2023 - 08/09/2024
VALIC FINANCIAL ADVISORS, INC. (WOODLAND HILLS CA)
CA
10/12/2022 - 08/10/2023
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
03/27/2015 - 12/18/2017
MORGAN STANLEY (BEVERLY HILLS CA)
CA
11/09/2010 - 03/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
02/10/2009 - 04/20/2009
EDWARD JONES (WOODLAND HILLS CA)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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