Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Gomez Lipson is a registered investment advisor representative with Edelman Financial Engines in Fairfax, Virginia. Cristina has over 10 years of experience in the financial services industry, having worked for several firms including Sanders Morris Harris LLC, EF Legacy Securities, LLC, and H. Beck, Inc. Cristina specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Cristina is also a Registered Principal with the firm. Cristina holds Series 66, Series 53, Series 24, and Series 7 licenses.
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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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
09/12/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
MD
04/28/2009 - 08/29/2013
H. BECK, INC. (BETHESDA MD)
MD
11/19/2008 - 04/07/2009
CAPITAL ANALYSTS, INCORPORATED (GREENBELT MD)
MD
09/03/2008 - 11/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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