Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Schaefer is a financial advisor with Stancorp Investment Advisers, Inc. in Portland, OR. Stephen has been in the industry since 2013 and holds multiple licenses and certifications. Stephen's specialties include Retirement Planning, Mutual Funds, Annuities, and Life Insurance. Stephen works with individuals, families, and businesses to help them achieve their financial goals.
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
12/20/2024 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
CA
12/18/2020 - 07/20/2022
LPL FINANCIAL LLC (SAN MATEO CA)
CA
01/08/2013 - 06/12/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
CA
10/01/2012 - 01/09/2013
J.P. MORGAN SECURITIES LLC (SACRAMENTO CA)
CA
05/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SACRAMENTO CA)
BOTH
Issued 06/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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