Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Martinich is a financial advisor with Edelman Financial Engines. Christy has been in the industry for over 16 years and holds the Series 66, Series 7, and SIE licenses. Christy has experience working with individual investors, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Christy has a strong background in financial planning and portfolio management. Christy's experience and expertise can help clients achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
06/15/2018 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
05/16/2011 - 07/02/2018
USAA FINANCIAL ADVISORS, INC. (Vienna VA)
VA
05/03/2006 - 05/10/2011
AMERIPRISE FINANCIAL SERVICES, INC. (FAIRFAX VA)
BOTH
Issued 05/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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