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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 Martin is an investment advisor representative with Northwest Capital Management Inc. and CWM, LLC. Christopher has over 30 years of experience in the financial industry. He specializes in providing financial planning, portfolio management and other related services. Christopher works with a variety of clients, including high-net-worth individuals, families, businesses, and institutions. He holds the Series 63, 65 and 7 securities licenses, along with the SIE. Christopher's goal is to help his clients achieve their financial goals by providing them with sound advice and a personalized approach.
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.
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2
OR
12/05/2014 - Present
Northwest Capital Management Inc. (LAKE OSWEGO OR)
OR
12/15/2010 - 01/22/2015
MORGAN STANLEY (PORTLAND OR)
OR
03/09/1993 - 03/15/2010
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
WA
06/10/1991 - 02/02/1993
PUGET SOUND SECURITIES, INC. (SEATTLE WA)
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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