Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Martinez is a financial advisor registered with Valic Financial Advisors, Inc. Christian has been in the industry for 9 years. Christian holds both Series 6 and Series 63 securities licenses, as well as Series 65 Investment Advisor licenses. Christian is also registered in California, Florida and Massachusetts as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
FL
12/15/2015 - Present
Valic Financial Advisors, Inc. (BOCA RATON FL)
FL
08/01/2014 - 07/28/2015
WELLS FARGO ADVISORS, LLC (MIAMI FL)
IA
Issued 12/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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