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Patrick Daniel Slavin

Stancorp Equities, Inc.

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About Patrick Daniel Slavin

Patrick Daniel Slavin is a financial advisor with Stancorp Equities, Inc. Patrick has been in the financial industry since August 2, 2014. Patrick has a broad range of experience in the financial industry, with previous roles at Securian Financial Services, Inc., Princor Financial Services Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, Series 66 and SIE licenses. Patrick is also registered in a number of states including California, Colorado, Kansas, Missouri, Montana, Nebraska, Oregon, Utah and Wyoming.

Firm Information

Patrick Slavin 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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Patrick Slavin’s Registration & Firm History

OR

01/04/2023 - Present

Stancorp Equities, Inc. (PORTLAND OR)

MN

05/20/2020 - 12/31/2022

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

CO

01/24/2007 - 06/19/2009

PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)

NY

09/23/1997 - 02/15/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/12/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2020

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

BC

Issued 12/16/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Daniel Slavin.
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