Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Olivera Garcia is a Registered Representative and Investment Advisor Representative with Stancorp Investment Advisers, Inc. based in Portland, OR. Anthony has been in the industry since 2012. Prior to Stancorp Investment Advisers, Inc., Anthony has held positions with J.P. Morgan Securities LLC and Chase Investment Services Corp. Anthony has passed the Series 6, Series 63, Series 26 and the Uniform Investment Adviser Law Examination. Anthony is also a Manager - Contact Center for Standard Retirement Services, Inc., StanCorp Equities, Inc., and Stancorp Investment Advisers, Inc.
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
04/29/2015 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
OR
10/01/2012 - 11/24/2014
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
IA
Issued 02/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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