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Robert Joseph Edgar

Stancorp Equities, Inc.

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About Robert Joseph Edgar

Robert Edgar has been in the financial services industry since 2003. Robert is currently registered with Stancorp Equities, Inc. in Portland, Oregon. Robert has held previous positions with Securian Financial Services, Inc., Mutual of America Life Insurance Company, Mutual of America Securities LLC, CUNA Brokerage Services, Inc. and Guardian Investor Services LLC. Robert holds Series 6, 7, 63 and 66 licenses, as well as the SIE. Robert has been active in the financial services industry for over 20 years.

Firm Information

Robert Edgar 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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Robert Edgar’s Registration & Firm History

OR

01/05/2023 - Present

Stancorp Equities, Inc. (PORTLAND OR)

MN

05/17/2017 - 12/31/2022

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

MA

01/20/2017 - 03/29/2017

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTBOROUGH MA)

MA

01/20/2017 - 03/29/2017

MUTUAL OF AMERICA SECURITIES LLC (WESTBOROUGH MA)

IA

04/07/2008 - 01/03/2017

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

MA

02/04/2005 - 03/17/2008

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTBOROUGH MA)

MA

02/04/2005 - 03/17/2008

MUTUAL OF AMERICA SECURITIES CORPORATION (WESTBOROUGH MA)

NY

03/10/2003 - 02/03/2005

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Edgar.
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