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Dawn Lyn Wesley

Stancorp Equities, Inc.

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About Dawn Lyn Wesley

Dawn Lyn Wesley is a financial advisor with Stancorp Equities, Inc. Dawn has been in the financial services industry since November 2004. Dawn holds the Series 6, Series 63, and SIE licenses. Dawn is registered in Pennsylvania.

Firm Information

Dawn Wesley is currently registered with Stancorp Equities, Inc.. Stancorp Equities, Inc. is a corporation formed on October 2, 1986. It is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

106

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dawn Wesley’s Registration & Firm History

OR

03/13/2024 - Present

Stancorp Equities, Inc. (PORTLAND OR)

PA

11/30/2004 - 04/10/2023

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 11/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Lyn Wesley.
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