Christina Cortez
Advisor at Advisors Unlimited
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
Advisors Unlimited
Independent
Total advisors
1Clients per advisor
610 Very HighAvg AUM per client
$43,885 Very LowHNW client ratio
0% LowAbout
Christina Cortez is a financial advisor at Advisors Unlimited with a Series 65 designation and one year of industry experience. Her prior work includes several years with the Military Sealift Command and its Ship Support Unit in Guam. Advisors Unlimited is an independent firm where she serves as the sole advisor.
Most active in
Christina C has reported serving >5 clients in these states in the last 12 months.
Hawaii
Work history
< 1 year of industry experience
Advisors Unlimited
2025 - Present • 1 year
Hagatna
Military Sealift Command Ship Support Unit Guam
2022 - 2025 • 3 years
Santa Rita
Military Sealift Command
2021 - 2022 • 1 year
Virginia Beach, VA
Military Sealift Command Ship Support Unit Guam
2018 - 2021 • 3 years
Santa Rita
Military Sealift Command
2014 - 2018 • 4 years
Virginia Beach, VA
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")