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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Beck is an investment advisor representative with Stancorp Investment Advisers, Inc. Brian has been in the securities industry since January 23, 2002 and has been registered with Stancorp Investment Advisers, Inc. since March 7, 2016. Brian is also registered with the following states: California, Florida, Kentucky, Louisiana, New Jersey, North Carolina, South Carolina, Texas, and Utah. Brian is a registered representative of Stancorp Equities, Inc. and an investment advisor representative of Stancorp Investment Advisers, Inc. Brian also works with Standard Retirement Services which is a subsidiary of Standard Financial Group. Brian provides information about retirement plan-related products and services offered by Standard Financial Group to unaffiliated third party retirement plan service providers.
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
03/07/2016 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
KY
01/01/2008 - 10/14/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
11/20/2001 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
IA
Issued 01/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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