M A. Trefethen
Professional summary
M Angela Trefethen, who also goes by Mary Angela Commisso, M Angela Kelley, M Angela Trefethen, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.
M is registered as a RR (Registered Representative) and started their career in finance in 1994. M has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view M Angela Trefethen's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2020 - Present
STANCORP EQUITIES, INC.
Office #1: 1100 Sw Sixth Avenue, Portland, OR 97204-1093February 14, 2020 - December 20, 2024
STANCORP INVESTMENT ADVISERS, INC.
December 17, 2001 - December 3, 2019
ONEAMERICA SECURITIES, INC.
August 19, 1996 - December 17, 2001
AMERICAN UNITED LIFE INSURANCE COMPANY
December 2, 1994 - July 19, 1996
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/17/2024)
Exams
FINRA
Current Firm
STANCORP EQUITIES, INC.
CRD#: 19517 / SEC#: , 8-37563
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STANCORP FINANCIAL GROUP, INC. | OWNER OF STANCORP EQUITIES, INC. | |
| BURLIE, JASON MATTHEW | PRESIDENT | 4072452 |
| HUANG, JAMES PEI-YUEN | SECRETARY | 4020305 |
| LIM, CHARLES | CHIEF COMPLIANCE OFFICER | 5039063 |
| MARTIN, SHANNON MICHELLE | 2ND VICE PRESIDENT AND ASSISTANT CONTROLLER | 7616238 |
| PAGLIARULO, DAVID C | TREASURER, FINOP | 6883045 |
Red Flags
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