Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Seefried is a financial advisor at Citigroup Global Markets Inc. in New York. He is a registered representative with the firm, and has been in the industry since November 15, 2018. Before joining Citigroup Global Markets Inc., Andrew worked at J.P. Morgan Securities LLC in New York. Andrew is licensed to provide financial advice in all 50 states and the District of Columbia. He specializes in asset allocation advice, financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.
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.
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2
NY
02/04/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
01/16/2014 - 01/12/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/24/2013 - 12/17/2013
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
12/03/2010 - 10/21/2011
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
10/05/2007 - 01/19/2010
CHASE INVESTMENT SERVICES CORP. (GREAT NECK NY)
NY
07/02/2007 - 08/20/2007
COMMERCE ONE FINANCIAL INC. (WESTBURY NY)
BOTH
Issued 02/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2007
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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