Unclaimed
Christopher Haddon is a financial advisor with Northwest Capital Management Inc. located in Lake Oswego, Oregon. Christopher has over 20 years of experience in the financial services industry. Christopher specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher is a Registered Representative and Investment Advisor Representative. Christopher has passed the Series 6, 7, 63, and 66 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.
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
03/19/2020 - Present
Northwest Capital Management Inc. (LAKE OSWEGO OR)
OR
03/31/2014 - 03/17/2020
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
07/21/2011 - 09/06/2013
TRANSAMERICA INVESTORS SECURITIES CORPORATION (BEAVERTON OR)
OR
06/07/2008 - 06/09/2011
MML INVESTORS SERVICES, LLC (PORTLAND OR)
MA
09/10/1998 - 03/28/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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