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MM

Marian C. Mcandie

Some features on this profile are disabled
CRD#: 2888326
MM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marian Cobb Mcandie, who also goes by Marian Elizabeth Cobb, was a registered financial professional .

Marian is a previously registered financial professional and started their career in finance in 1997. Marian had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marian Elizabeth Cobb

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 15, 2014 - May 2, 2016

STANCORP EQUITIES, INC.

BD
CRD#: 19517
PORTLAND, OR
Past

October 8, 2014 - May 2, 2016

STANCORP INVESTMENT ADVISERS, INC.

RIA
CRD#: 110228
PORTLAND, OR
Past

January 1, 2007 - October 6, 2014

STANCORP INVESTMENT ADVISERS, INC.

RIA
CRD#: 110228
PORTLAND, OR
Past

January 1, 2007 - October 6, 2014

STANCORP EQUITIES, INC.

BD
CRD#: 19517
PORTLAND, OR
Past

October 1, 2001 - January 1, 2007

INVESMART SECURITIES, LLC

BD
CRD#: 104168
PORTLAND, OR
Past

March 12, 2001 - January 1, 2007

INVESMART ADVISORS INC

RIA
CRD#: 108731
PORTLAND, OR
Past

September 6, 2000 - November 30, 2000

MCG EQUITIES, LLC

BD
CRD#: 45304
PORTLAND, OR
Past

July 2, 1997 - August 4, 2000

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/30/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/2/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/30/1997
Investment Company Products/Variable Contracts Representative Examination

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#: 19517

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