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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Paul is a financial advisor with Saturna Capital Corp. based in Bellingham, Washington. Christopher has over 23 years of experience in the financial services industry. He is a Chartered Financial Analyst and holds the Series 3, 7, and 63 licenses. Christopher's areas of expertise include financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. His current registrations are with the states of Virginia and Washington.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
09/23/2022 - Present
Saturna Capital Corp. (BELLINGHAM WA)
NY
04/20/1999 - 12/17/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
09/04/1996 - 03/15/1999
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
NY
03/28/1995 - 11/22/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
12/01/1993 - 03/27/1995
LOUIS NICOUD & ASSOCIATES
NY
04/19/1988 - 10/11/1989
INSTINET CORPORATION (NEW YORK NY)
BC
Issued 12/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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