Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serena? Claim Your ProfileSerena Ella Royce is an investment advisor representative at Stancorp Investment Advisers, Inc.. Serena is registered with the state of Oregon. Serena obtained their Series 65 license on January 30, 2019. Serena has been with Stancorp Investment Advisers, Inc. since September 2010.
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
01/30/2019 - Present
Stancorp Investment Advisers, Inc. (Portland OR)
IA
Issued 01/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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