Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Gunter is an investment advisor representative with Stancorp Investment Advisers, Inc. She has been in the industry since 2004. Heather is registered in 51 states and the District of Columbia, as well as Washington, D.C. Previously, Heather worked at A. G. Edwards & Sons, Inc. and Wells Fargo Advisors, LLC.
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
12/22/2021 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
AR
01/01/2008 - 08/28/2014
WELLS FARGO ADVISORS, LLC (LITTLE ROCK AR)
AR
12/13/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LITTLE ROCK AR)
BOTH
Issued 02/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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