Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Daniel Hamilton is a registered investment advisor representative with Washington Capital Management Inc., based in Seattle, Washington. Stephen has been in the financial services industry since 2005. Stephen has experience working with individuals, corporations, pension plans and pooled investment vehicles. Stephen has held licenses with several firms including Sun Life Institutional Distributors (U.S.) LLC, ALPS Distributors, Inc., Franklin Templeton Financial Services Corp. and Delaware Distributors, L.P.
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.
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.
Mortgage loan & servicing fees
1
2
WA
03/22/2024 - Present
Washington Capital Management Inc. (SEATTLE WA)
MD
01/23/2018 - 11/06/2020
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC (Bethesda MD)
PA
06/20/2017 - 01/24/2018
ALPS DISTRIBUTORS, INC. (LEOLA PA)
CA
10/21/2014 - 11/13/2015
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
PA
03/15/2005 - 07/24/2014
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Stephen Hamilton is the right advisor for you? Invested Better is here to help.
