Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Elva Andrade is a financial professional with over 20 years of experience in the industry. Martha has held positions at Purshe Kaplan Sterling Investments, THE STRATEGIC FINANCIAL ALLIANCE, INC., WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Currently, Martha is a registered representative with Purshe Kaplan Sterling Investments, a firm with a national scope. Martha is registered in California, Florida, Illinois, Texas, and Wisconsin. Martha holds Series 6, 26, and 63 licenses.
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.
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.
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WI
01/02/2014 - Present
Purshe Kaplan Sterling Investments (Brookfield WI)
WI
11/08/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (MEQUON WI)
WI
04/12/2002 - 11/05/2010
WORLD GROUP SECURITIES, INC. (MEQUON WI)
GA
07/02/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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