Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Glasgow is an investment advisor representative with Pathstone in Bellevue, WA. Christopher holds the Series 7, Series 63, and Series 65 licenses. Christopher has been in the financial services industry for over 20 years. Previously, Christopher worked at Woodbury Financial Services, Inc. in Carmichael, CA, Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY, and Freeman Welwood & Co., Inc. in Seattle, WA. Christopher is also a Certified Financial Planner.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
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2
NJ
10/15/2020 - Present
Pathstone (ENGLEWOOD NJ)
CA
02/08/2006 - 01/03/2007
WOODBURY FINANCIAL SERVICES, INC. (CARMICHAEL CA)
NY
10/25/1999 - 03/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WA
07/20/1998 - 07/19/1999
FREEMAN WELWOOD & CO., INC. (SEATTLE WA)
IA
Issued 05/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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