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Sarah Marie McEleney

Stancorp Equities, Inc.

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About Sarah Marie McEleney

Sarah McEleney is a financial professional with over 11 years of experience in the industry. Sarah is currently registered with Stancorp Equities, Inc. in Oregon. Sarah has previously held positions at TRANSAMERICA INVESTORS SECURITIES CORPORATION in New York, KESTRA INVESTMENT SERVICES, LLC in Florida, MMC SECURITIES LLC in Florida, and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC in Connecticut. Sarah holds the Series 6, Series 63, and SIE licenses.

Firm Information

Sarah McEleney 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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Sarah McEleney’s Registration & Firm History

OR

08/15/2023 - Present

Stancorp Equities, Inc. (PORTLAND OR)

NY

09/24/2019 - 08/02/2023

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

FL

10/12/2018 - 08/08/2019

KESTRA INVESTMENT SERVICES, LLC (CLEARWATER FL)

FL

08/12/2016 - 04/27/2018

MMC SECURITIES LLC (Tampa FL)

CT

04/12/2010 - 01/12/2015

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

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Licenses & Designations

BC

Issued 06/14/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sarah Marie McEleney. Review regulatory record here.
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