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Matthew Steed Carson

Stancorp Equities, Inc.

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About Matthew Steed Carson

Matthew Carson is a financial advisor with Stancorp Equities, Inc. in Portland, OR. Matthew has been in the financial industry for over 7 years and has a Series 6, 63, and SIE license. He is registered to sell securities in Kentucky, Missouri, and Tennessee. Before joining Stancorp Equities, Inc., Matthew was a financial advisor at Securian Financial Services, Inc. in Germantown, TN and MML Distributors, LLC in Cordova, TN.

Firm Information

Matthew Carson is currently registered with Stancorp Equities, Inc.. Stancorp Equities, Inc. is a corporation formed on October 2, 1986. It is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

106

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.

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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Matthew Carson’s Registration & Firm History

OR

01/04/2023 - Present

Stancorp Equities, Inc. (PORTLAND OR)

TN

09/15/2020 - 12/31/2022

SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)

TN

05/01/2014 - 08/11/2015

MML DISTRIBUTORS, LLC (CORDOVA TN)

TN

08/19/2011 - 05/01/2014

MML INVESTORS SERVICES, LLC (CORDOVA TN)

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Licenses & Designations

BC

Issued 08/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2020

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Steed Carson. Review regulatory record here.
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