Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Gentry is an investment advisor representative of Stancorp Investment Advisers, Inc. with more than 20 years of experience in the financial industry. Natalie has been registered with Stancorp Investment Advisers, Inc. since June 2018. Natalie also serves as a registered representative of Stancorp Equities, Inc. and is associated with Standard Retirement Services. Natalie is experienced in retirement plan-related products and services, including investment advice and plan administration. Natalie is licensed to provide investment advisory services in California and is registered with the State of Oregon.
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
06/01/2018 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
CA
03/13/2017 - 04/09/2018
NEWPORT GROUP SECURITIES, INC. (Folsom CA)
CA
06/07/2012 - 07/11/2016
STANCORP EQUITIES, INC. (WALNUT CREEK CA)
CT
06/20/2003 - 05/11/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
LA
03/26/2001 - 06/06/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
Issued 01/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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