Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Thomas is an investment advisor representative with Global Retirement Partners LLC, a registered investment advisor firm based in San Rafael, CA. Christie has been in the financial services industry for several years, having also worked with LPL Financial LLC (dba Heffernan Financial Services) in Walnut Creek, CA. Christie specializes in financial planning, pension consulting, and selection of other advisors. Christie also manages portfolios for individuals and businesses. Christie's primary work location is in San Rafael, California, where Global Retirement Partners LLC maintains a branch office. Christie is registered with the state of California as well as Massachusetts, New York, North Carolina, and Pennsylvania.
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.
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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CA
04/09/2024 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
BOTH
Issued 03/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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