Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Jesus Rivera is a registered representative with Stancorp Equities, Inc. and an investment adviser representative of Stancorp Investment Advisers, Inc. Julio is licensed to provide investment advice in Arizona, California, Hawaii, Idaho, Nevada, and Texas. Julio has over 25 years of experience in the financial services industry, working previously with TIAA-CREF and MetLife Securities. Julio is committed to providing clients with personalized advice and services to help them reach their financial goals.
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
CA
09/25/2015 - Present
Stancorp Investment Advisers, Inc. (Irvine CA)
CA
11/08/2010 - 01/30/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWPORT BEACH CA)
CA
03/06/2001 - 09/03/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWPORT BEACH CA)
MA
03/10/1994 - 12/13/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/10/1994 - 12/13/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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