Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ames Lamontagne is a registered representative of StanCorp Equities, Inc. and an investment adviser representative of Stancorp Investment Advisers, Inc.. Mark is associated with Standard Retirement Services. Mark devotes 100% of their time to providing information about retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers. Mark's firm provides investment advice to retirement plan sponsors and plan participants.
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
12/01/2016 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
OR
09/14/2005 - 11/18/2016
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
WI
02/26/2002 - 09/15/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 05/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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