Unclaimed
Christopher Summers is a financial professional with over 16 years of experience in the industry. Christopher holds the Series 6 and Series 63 licenses and is registered with State Farm Investment Management Corp. in Oregon and Washington. Christopher has a designation of Chartered Financial Consultant. Christopher provides investment advisory services to investment companies and individuals. In addition to his financial career, Christopher is also a board member for Cardinal Football in Portland, OR.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OR
05/03/2021 - Present
State Farm Investment Management Corp. (Portland OR)
BC
Issued 11/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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