Unclaimed
Alison Rainer is an investment advisor representative with Stancorp Investment Advisers, Inc. Alison has been in the industry since October 2019. Alison is registered with the state of Minnesota and Oregon. Alison also holds Series 63, 65 and 7 licenses. Alison is also registered with FINRA and is a member of the Minnesota Securities Dealers Association. Stancorp Investment Advisers, Inc. provides portfolio management services to individuals, businesses, 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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
01/05/2023 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
MN
09/26/2022 - 12/31/2022
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
09/05/2019 - 08/30/2022
WELLS FARGO CLEARING SERVICES, LLC (FOREST LAKE MN)
IA
Issued 11/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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