Unclaimed
Christopher Terrance Odem is an investment advisor representative with Freestone Capital Management, LLC. Christopher has been in the industry since 1994 and has been registered with the state of Washington since 2015. Christopher is also registered with the state of Texas as an investment advisor representative. Christopher has experience providing financial planning, portfolio management, and investment advice to individuals, businesses, and pooled investment vehicles. Previously, Christopher worked at Oppenheimer & Co. Inc. in Bellevue, Washington, and CIBC World Markets Corp. in New York, New York. Christopher has earned the Series 63, Series 65, Series 7, Series 31, and SIE licenses.
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.
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.
Earned based on transactions or products sold.
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.
1
2
WA
05/29/2015 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
01/03/2003 - 06/18/2015
OPPENHEIMER & CO. INC. (BELLEVUE WA)
NY
07/11/1994 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 12/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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