Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Codd is a financial advisor at D.A. Davidson & Co. in SPOKANE, WA. Christopher has been working in the financial services industry since 2000. Christopher is a registered representative with FINRA and has been approved for registration by the state of Washington. Christopher is also a registered investment advisor representative in Washington. Christopher has passed the Series 7, Series 63, Series 66 and SIE exams. Christopher has experience working with individuals, families, and small businesses. Christopher is a member of the Catholic Charities of Spokane, the Catholic Diocese of Spokane Foundation, and the Hospice of Spokane. Christopher is also a volunteer for All Saint’s Catholic School.
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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WA
10/14/2022 - Present
D.a. Davidson & Co. (SPOKANE WA)
WA
01/14/2020 - 10/04/2022
MGI FUNDS DISTRIBUTORS, LLC (Spokane WA)
WA
03/01/2002 - 12/31/2019
MMC SECURITIES LLC (SPOKANE WA)
IA
07/25/2000 - 02/15/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 10/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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