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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Alexander Movish is an investment advisor representative with Stancorp Investment Advisers, Inc. Sam is registered with the state of Oregon. Sam has been in the industry since 2018 and has experience working with various organizations such as Fisher Investments and Chipotle Mexican Grill. Sam specializes in providing investment advice for individuals, businesses, and pooled investment vehicles. Sam has extensive experience working with pension and profit-sharing plans. Sam’s areas of expertise include portfolio management, retirement planning, and financial planning.
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
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OR
09/29/2022 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
IA
Issued 09/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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