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Caryn Maria Sanchez

Multnomah Group, Inc.

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About Caryn Maria Sanchez

Caryn Maria Sanchez is a registered investment advisor representative with Multnomah Group, Inc. Caryn has been in the financial services industry since 2002. Caryn has Series 7 and 63 licenses. Caryn has an active Investment Advisor representative license in Oregon. Caryn has worked at Valmark Securities, Inc. and Nathan & Lewis Securities, Inc. Caryn has a history of working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

Firm Information

Caryn Sanchez is currently registered with Multnomah Group, Inc.. Multnomah Group, Inc. is a Portland, OR-based investment advisory firm with over $1.3 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for individuals, corporations, and pension and profit-sharing plans. They also conduct educational seminars and offer selection of other advisors. The firm has been in business for 13 years and has 13 investment advisor representatives.
Multnomah Group, Inc.

1155 SW MORRISON STREET

PORTLAND, OR 97205

$1.31B

Assets Under Management

141

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caryn Sanchez’s Registration & Firm History

OR

05/09/2008 - Present

Multnomah Group, Inc. (PORTLAND OR)

OR

08/01/2003 - 09/07/2007

VALMARK SECURITIES, INC. (PORTLAND OR)

NY

02/07/2002 - 08/05/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/08/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caryn Maria Sanchez.
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