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., and has been in the industry since February 13, 2008. Sandra has a combined total of 27 years of experience in the securities industry and investment advisory industry. Sandra Martin is registered in 15 states and has a Series 6, 7, 26, 63, and 66 licenses. Sandra Martin specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Asset Allocation Advice, Pension Consulting, and Selection of Other Advisors. The advisor is registered as an Investment Advisor Representative in District of Columbia.
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.
1
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 02/02/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
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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