Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chrissie? Claim Your ProfileChrissie Eugene Martin is a financial advisor with over 23 years of experience in the industry. Chrissie is registered with LPL Financial LLC and holds Series 7, Series 63, and Series 65 licenses. Chrissie has been a registered representative with LPL Financial since 2011 and has previously worked with UVEST FINANCIAL SERVICES GROUP, INC., and SKY INVESTMENTS, INC. Chrissie provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Chrissie is also a board member of Nashua Panmyra Mutual Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/31/2021 - Present
LPL Financial LLC (OREGON IL)
IL
10/01/2001 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (OREGON IL)
OH
11/18/1999 - 10/02/2001
SKY INVESTMENTS, INC. (BRYAN OH)
IA
Issued 10/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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