Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lynn Hayes is an investment advisor representative with Stancorp Investment Advisers, Inc. and has been in the industry since 1993. Lisa has experience working with retirement plans and providing investment advice to plan sponsors and participants. Lisa is registered to provide investment advisory services in Oregon, Washington, Alaska, California, and Montana. Lisa also holds Series 63 and Series 65 licenses, along with her Series 7 and SIE licenses. She is also the unpaid volunteer Treasurer for her homeowners association.
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
07/14/2015 - Present
Stancorp Investment Advisers, Inc. (Tualatin OR)
OR
01/31/2013 - 12/31/2014
STANCORP EQUITIES, INC. (PORTLAND OR)
OR
07/21/2006 - 02/22/2011
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
02/22/1994 - 07/25/2006
PIPER JAFFRAY & CO. (LAKE OSWEGO OR)
NE
03/09/1993 - 02/21/1994
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
OR
09/22/1992 - 02/23/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
RI
04/21/1992 - 09/29/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
01/03/1991 - 04/30/1992
DAIN BOSWORTH INCORPORATED
IA
Issued 07/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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