Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Martin is a financial advisor with over 10 years of experience in the industry. He is currently registered with Sageview Advisory Group, LLC. Christopher has held previous positions at U.S. Bancorp Investments, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a Certified Financial Planner and holds Series 66, Series 7 and SIE licenses. Christopher specializes in providing financial planning, portfolio management, estate planning and other advisory services to individuals, families and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/04/2017 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
TN
10/28/2016 - 03/24/2017
U.S. BANCORP INVESTMENTS, INC. (KNOXVILLE TN)
TN
08/30/2007 - 10/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KNOXVILLE TN)
BOTH
Issued 09/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Martin is the right advisor for you? Invested Better is here to help.
