Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth Mahalic is a registered representative of Stancorp Equities, Inc., and an investment advisor representative of Stancorp Investment Advisers, Inc. Sarah has been in the financial services industry since 2011. Sarah holds the Series 6, Series 63, and Series 65 licenses. In addition to her role as an investment advisor representative, Sarah also works as an implementation manager with Standard Insurance Company. Sarah's primary focus is on providing retirement plan management services to individuals and businesses. She also provides investment advice to individuals and families. Sarah is committed to providing her clients with personalized financial advice and guidance.
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
06/26/2017 - Present
Stancorp Investment Advisers, Inc. (Portland OR)
OR
08/19/2013 - 08/04/2015
STANCORP EQUITIES, INC. (PORTLAND OR)
OR
06/27/2011 - 04/23/2013
FIRST INVESTORS CORPORATION (BEAVERTON OR)
OR
02/21/2011 - 06/07/2011
FIRST INVESTORS CORPORATION (BEAVERTON OR)
IA
Issued 12/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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