Unclaimed
Christian Martinez is a financial advisor with RBC Capital Markets, LLC in Stamford, Connecticut. Christian has been a registered representative for over 8 years and has worked in the financial services industry for over 10 years. Christian has experience working with high-net-worth individuals, corporations, and institutions. Christian specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients. Christian previously worked at Fieldpoint Private Securities, LLC in New York, New York and Raymond James & Associates, Inc. in Greenwich, Connecticut. Christian holds the Series 7 and 66 securities licenses.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
CT
03/15/2022 - Present
RBC Capital Markets, LLC (STAMFORD CT)
CT
03/09/2022 - 09/13/2024
RBC CAPITAL MARKETS, LLC (STAMFORD CT)
NY
01/04/2021 - 03/08/2022
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
CT
01/26/2018 - 09/03/2020
RAYMOND JAMES & ASSOCIATES, INC. (Greenwich CT)
CT
11/18/2015 - 10/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
BOTH
Issued 12/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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