Unclaimed
Christopher Charles Wentworth is a financial advisor who has been in the industry since 2006. Christopher is currently registered with D.a. Davidson & Co. and has previously been employed by KeyBanc Capital Markets Inc., Pacific Crest Securities LLC, RBS Securities Inc. and ABN AMRO Incorporated. Christopher offers services including financial planning, pension consulting, educational seminars, portfolio management for individuals, portfolio management for businesses, and selection of other advisors. Christopher is licensed to offer securities in the following states: California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Missouri, New Jersey, New York, Oregon, Pennsylvania, Texas, Virginia, and Wisconsin.
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.
1
2
OR
12/10/2021 - Present
D.a. Davidson & Co. (PORTLAND OR)
OR
04/13/2015 - 12/06/2021
KEYBANC CAPITAL MARKETS INC. (PORTLAND OR)
OR
08/19/2013 - 04/13/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
CT
06/24/2008 - 08/09/2013
RBS SECURITIES INC. (STAMFORD CT)
NY
04/12/2006 - 06/25/2008
ABN AMRO INCORPORATED (NEW YORK NY)
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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