Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ronald Martinez is a registered representative with Charles Schwab & CO., Inc. Andrew has been in the securities industry since 2015. Prior to joining Charles Schwab & CO., Inc., Andrew worked at NYLIFE Securities LLC, New York Life Insurance Company, and Ameriprise Financial. Andrew has a Series 63 and Series 6TO license. Andrew is also a Registered Investment Advisor Representative with Charles Schwab.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CA
02/14/2025 - Present
Charles Schwab & CO., Inc. (Brea CA)
CA
11/18/2023 - 07/26/2024
NYLIFE SECURITIES LLC (GLENDALE CA)
BC
Issued 12/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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