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RT

Rhonda L. Troszak

STANCORP EQUITIES
Portland, OR 97204
Some features on this profile are disabled
CRD#: 1996257
RT

Professional summary

Rhonda Lyn Troszak, who also goes by Rhonda Lyn Greig, Rhonda Greig, Rhonda Lyn Wentworth, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Rhonda is registered as a RR (Registered Representative) and started their career in finance in 1989. Rhonda has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rhonda Lyn Greig | Rhonda Greig | Rhonda Lyn Wentworth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Rhonda Lyn Troszak's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 5, 2023 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204
BD
CRD#: 19517
Portland, OR
Past

October 18, 2012 - December 31, 2022

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

February 16, 2012 - July 3, 2012

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
BLOOMFIELD HILLS, MI
Past

July 29, 2008 - July 3, 2012

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

February 26, 1997 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

February 26, 1997 - July 15, 2008

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

October 11, 1996 - September 30, 1997

ROYAL MACCABEES SECURITIES COMPANY

BD
CRD#: 6704
SOUTHFIELD, MI
Past

October 7, 1992 - September 12, 1995

ROYAL MACCABEES SECURITIES COMPANY

BD
CRD#: 6704
SOUTHFIELD, MI
Past

June 11, 1991 - October 5, 1992

COORDINATED CAPITAL SECURITIES, INC.

BD
CRD#: 14762
FORT ATKINSON, WI
Past

April 11, 1991 - June 11, 1991

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 9, 1991 - February 27, 1991

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

January 9, 1991 - February 27, 1991

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

August 31, 1990 - November 14, 1990

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

October 25, 1989 - March 12, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(1/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/8/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/16/1993
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SE
STANCORP EQUITIES, INC.
STANCORP EQUITIES, INC. | STANWEST EQUITIES, INC. | STANDARD EQUITIES, INC.

CRD#: 19517 / SEC#: , 8-37563

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1100 Sw Sixth Avenue, Portland, OR 97204-1093
Mailing Address
900 Sw 5th Avenue, C22, Portland, OR 97204-1093
Phone number
(971) 321-8830
Established
Oregon since 10/02/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
STANCORP FINANCIAL GROUP, INC.OWNER OF STANCORP EQUITIES, INC.
BURLIE, JASON MATTHEWPRESIDENT4072452
HUANG, JAMES PEI-YUENSECRETARY4020305
LIM, CHARLESCHIEF COMPLIANCE OFFICER5039063
MARTIN, SHANNON MICHELLE2ND VICE PRESIDENT AND ASSISTANT CONTROLLER7616238
PAGLIARULO, DAVID CTREASURER, FINOP6883045

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STANCORP EQUITIES, INC.

CRD#: 19517Portland, OR 97204

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