Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Weischadle is an investment advisor representative with Stancorp Investment Advisers, Inc. Cary joined the company in April 2012 and is registered with the state of Oregon as an Investment Advisor Representative. Cary also holds a Series 6, 7, 24, 63 and 66 licenses. Before Stancorp Investment Advisers, Inc. Cary worked for National Financial Services LLC and Bisys Fund Services Limited Partnership. Cary focuses on providing retirement planning solutions for individuals, businesses, and retirement plan sponsors.
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
05/11/2012 - Present
Stancorp Investment Advisers, Inc. (Lake Oswego OR)
NJ
11/10/2006 - 04/14/2010
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
ME
07/08/2005 - 09/05/2006
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
TN
05/28/1999 - 06/26/2003
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NJ
11/26/1996 - 04/02/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
BOTH
Issued 04/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cary Weischadle is the right advisor for you? Invested Better is here to help.
