Unclaimed
Nathan Quinn Christofferson is a registered investment advisor representative with Parametric Portfolio Associates. Nathan has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Nathan is registered to provide investment advice in Delaware, District of Columbia, Illinois, Indiana, Maryland, Michigan, New Jersey, New York, Ohio, Pennsylvania, Virginia, Washington, West Virginia, and Wisconsin. Before joining Parametric Portfolio Associates, Nathan was associated with Thrivent Investment Management Inc. and Eaton Vance Distributors, Inc. Nathan has a diverse client base that includes high-net-worth individuals, corporations, investment companies, charitable organizations, and pooled investment vehicles.
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.
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.
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.
1
2
WA
09/05/2017 - Present
Parametric Portfolio Associates (SEATTLE WA)
WA
05/22/2013 - 09/21/2015
THRIVENT INVESTMENT MANAGEMENT INC. (BELLEVUE WA)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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