Unclaimed
Standlee Yost is a financial professional with over 12 years of experience in the industry. Standlee is currently registered with State Farm Investment Management Corp. and is licensed in Oregon. Standlee has previously held positions with American Fidelity Securities, Inc. and Country Capital Management Company. Standlee holds the Series 6, 63, and 65 licenses and the SIE certification. In addition to their financial services career, Standlee is also the owner and agent of Standlee Yost's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
05/04/2021 - Present
State Farm Investment Management Corp. (Eugene OR)
OK
10/06/2015 - 11/20/2018
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
IL
02/10/2015 - 09/24/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OK
06/30/2011 - 01/05/2015
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
OR
12/20/2007 - 06/16/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (GRANTS PASS OR)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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