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Michael Mezzina

Stancorp Equities, Inc.

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About Michael Mezzina

Michael Mezzina is a financial professional with over 19 years of experience in the industry. Michael is currently registered with Stancorp Equities, Inc. in Portland, Oregon. Previously, Michael has worked with various financial institutions, including Equitable Advisors, LLC, Equitable Distributors, LLC, CUNA Brokerage Services, Inc., Seligman Advisors, Inc., UBS Financial Services Inc., UBS PaineWebber Inc., and Bear, Stearns & Co. Inc. Michael holds Series 6, 7, and 63 licenses and has passed the SIE exam. Michael is also registered with the state of Maine, Massachusetts, New Hampshire, New Jersey, New York, and Vermont.

Firm Information

Michael Mezzina 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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Michael Mezzina’s Registration & Firm History

OR

10/16/2023 - Present

Stancorp Equities, Inc. (PORTLAND OR)

NY

04/05/2023 - 10/02/2023

EQUITABLE ADVISORS, LLC (SYRACUSE NY)

NC

01/27/2023 - 03/31/2023

EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)

NC

03/05/2015 - 01/03/2023

EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)

IA

07/31/2013 - 03/02/2015

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NY

01/13/2005 - 05/23/2008

SELIGMAN ADVISORS, INC. (NEW YORK NY)

NJ

10/27/2003 - 01/14/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

11/15/2002 - 10/30/2003

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NJ

08/31/1998 - 04/02/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 08/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Mezzina.
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