Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Martinez-fonts is a registered representative of Stancorp Equities, Inc. and an investment adviser representative of Stancorp Investment Advisers, Inc.. Maxwell is also an insurance producer appointed with Standard Insurance Company. Maxwell has been in the industry since September 2008.
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
04/28/2010 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
BC
Issued 02/09/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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