Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Oneil Cater is a registered representative with Stancorp Equities, Inc. and an investment advisor representative with Stancorp Investment Advisers, Inc. Randy Cater has been in the industry since August 2001. In addition to being a registered representative of Stancorp Equities, Inc., Randy Cater is associated with Standard Retirement Services, an investment adviser representative of Stancorp Investment Advisers, Inc., and an insurance producer appointed with Standard Insurance Company. Standard Retirement Services is a retirement plan service provider that offers recordkeeping and plan administration services, Stancorp Investment Advisers, Inc. offers investment advice to retirement plan sponsors and plan participants, and Standard Insurance Company is a manufacturer of insurance products. Randy Cater devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.
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
08/07/2006 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
IA
05/30/2002 - 06/01/2006
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
09/22/2000 - 08/15/2001
HAND SECURITIES, INC (HOUSTON TX)
BOTH
Issued 01/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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