Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Divalerio has been in the financial services industry since 1997. Shannon is a registered representative of Stancorp Equities, Inc. and an investment advisor representative of Stancorp Investment Advisers, Inc. Shannon is also an insurance producer appointed with Standard Insurance Company. Shannon devotes 100% of her time to providing information about retirement plan-related products and services offered by Standard Financial Group to unaffiliated third-party retirement plan service providers, including broker-dealers and investment advisers. Shannon specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Shannon also specializes in pension consulting. Shannon is registered to provide financial advice in all states.
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
01/05/2022 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
MO
05/23/2018 - 04/15/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
04/09/2010 - 05/10/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
PA
03/17/2008 - 03/30/2010
M HOLDINGS SECURITIES, INC. (BETHLEHAM PA)
MO
03/15/2002 - 01/23/2008
GWFS EQUITIES, INC. (ST LOUIS MO)
PA
04/01/1997 - 01/30/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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