Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Pater schmitt is an investment advisor representative at Fortitude Family Office and has been in the industry since 1985. Christy holds Series 3, 7, 63, and 65 licenses. She has experience working with a variety of clients, including high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. Christy specializes in portfolio management for individuals, pooled investment vehicles, and provides family office & wealth management services, business management, and philanthropic services. Christy is also experienced in selection of other advisors and financial planning.
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.
Family office & wealth management services, business management, philanthropic services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AZ
08/29/2024 - Present
Fortitude Family Office (SCOTTSDALE AZ)
AZ
10/02/2015 - 07/16/2024
PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)
AZ
10/20/2008 - 10/05/2015
WEDBUSH SECURITIES INC. (SCOTTSDALE AZ)
AZ
06/13/1989 - 11/14/2008
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
NA
03/24/1986 - 06/15/1989
YOUNG, SMITH & PEACOCK, INC.
NA
08/20/1985 - 03/04/1986
MAI SECURITIES CORPORATION
IA
Issued 02/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1985
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Christy Pater schmitt is the right advisor for you? Invested Better is here to help.
