Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandy? Claim Your ProfileSandy Ma is a financial advisor with over 4 years of experience in the industry. Sandy is currently registered with Citigroup Global Markets Inc.. Sandy has previously been registered with a variety of firms over their career. Sandy has passed the Series 63, Series 79TO, SIE exams. Sandy also holds the no known designation. Sandy specializes in brokerage services, assisting clients with investment strategies and market analysis.
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
TX
09/15/2020 - Present
Citigroup Global Markets Inc. (HOUSTON TX)
BC
Issued 9/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/15/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 7/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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