Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Martinez is a financial advisor who has been in the industry since 2014. She is registered with Stifel, Nicolaus & Company, Inc. in Savannah, GA and has a wide range of experience in financial planning, portfolio management, and pension consulting. Christina holds a number of securities licenses, including Series 7, 6, 63, and 65. She is dedicated to providing personalized financial guidance and strategies that meet the unique needs of her clients.
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.
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.
1
2
GA
02/16/2023 - Present
Stifel, Nicolaus & Company, Inc. (SAVANNAH GA)
TX
05/18/2016 - 09/02/2016
THE CHAMPION GROUP, INC. (SHAVANO PARK TX)
TX
03/21/2014 - 05/23/2016
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
BOTH
Issued 02/14/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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