Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lawrence Nelson is a financial advisor with over 20 years of experience in the industry. Christopher has been an investment analyst with Stancorp Investment Advisers, Inc. since 2007. Christopher is registered with the state of Oregon as an investment advisor representative. Christopher holds the Series 66, Series 7, and SIE exams.
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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
04/26/2007 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
WA
07/19/2002 - 02/13/2006
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 09/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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