Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Ira Newman is an investment professional with over 30 years of experience in the financial services industry. Drew has held various roles at several leading firms, including Janney Montgomery Scott LLC, First Albany Corporation, and Ryan Beck & Co. Drew is currently a registered representative with Citigroup Global Markets Inc. Drew is licensed to provide financial advice and securities brokerage services in multiple states across the U.S., including California, New York, and Florida. Drew is a Series 7, 6, 63, and 65 licensed professional with a strong track record of success. Drew specializes in working with high-net-worth individuals, families, and businesses to develop customized financial plans and investment strategies. Drew offers a range of services including investment management, financial planning, and retirement planning.
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
08/17/2021 - Present
Citigroup Global Markets Inc. (GREAT NECK NY)
NY
06/01/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (GREAT NECK NY)
NY
09/02/2004 - 05/13/2005
GRANITE SECURITIES, LLC (WOODBURY NY)
NJ
04/29/2002 - 08/19/2004
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
11/22/2000 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
PA
05/26/1994 - 12/08/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
09/30/1993 - 05/17/1994
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
08/23/1993 - 09/27/1993
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
02/11/1993 - 07/23/1993
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 10/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1993
Series 6 - Investment Company Products/Variable Contracts 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
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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