Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Martin is a financial advisor with Citigroup Global Markets Inc., where she has been working since 2021. Prior to that, Sandra Martin was a financial advisor at Wells Fargo Clearing Services, LLC, Morgan Stanley, TD Private Client Wealth LLC, and Citigroup Global Markets Inc.. Sandra Martin is registered to provide investment advice in a number of states.
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
DC
05/24/2021 - Present
Citigroup Global Markets Inc. (WASHINGTON DC)
MD
12/22/2016 - 09/02/2020
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
08/10/2016 - 10/31/2016
MORGAN STANLEY (BALTIMORE MD)
MD
01/15/2014 - 09/10/2015
TD PRIVATE CLIENT WEALTH LLC (CALVERTON MD)
DC
05/29/2007 - 12/12/2013
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
11/14/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/2/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2006
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
L
Long-Term Stock Exchange, Inc.
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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