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Maria Esmeralda Gonzalez

Stancorp Investment Advisers, Inc.

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About Maria Esmeralda Gonzalez

Maria Esmeralda Gonzalez is a financial advisor with Stancorp Investment Advisers, Inc. located in Portland, OR. Maria Gonzalez has over 20 years of experience in the financial services industry, with prior experience at Standard Insurance Company, Stancorp Equities, Inc., Banc of America Securities LLC, Goldman, Sachs & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Maria Gonzalez is currently registered with Stancorp Investment Advisers, Inc.. Stancorp Investment Advisers, Inc. is an investment advisor based in Portland, OR. With over 100 registered representatives, they manage over $34 billion in assets for a diverse range of clients, including individuals, pension plans, charitable organizations, and state and municipal government entities. They offer portfolio management services for businesses and individuals as well as pooled investment vehicles. They do not offer financial planning or market timing services.
Stancorp Investment Advisers, Inc.

1100 SW SIXTH AVENUE

PORTLAND, OR 97204

$34.39B

Assets Under Management

Not reported

Total Clients

75

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

As noted in schedule d misc,affiliate by intercompany agreement

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Maria Gonzalez’s Registration & Firm History

OR

05/15/2015 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

OR

11/10/2005 - 12/31/2007

STANCORP EQUITIES, INC. (PORTLAND OR)

NY

03/25/2002 - 03/05/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

07/15/1999 - 11/19/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

08/15/1997 - 06/29/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2005

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 07/30/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Esmeralda Gonzalez.
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