Valetta S. Willis
Professional summary
Valetta Sheree Willis, who also goes by Valetta Sheree Willis, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.
Valetta is registered as a RR (Registered Representative) and started their career in finance in 2003. Valetta has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Valetta Sheree Willis's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 18, 2023 - Present
STANCORP EQUITIES, INC.
Office #1: 1100 Sw 6th Avenue, Portland, OR 97204February 10, 2021 - October 10, 2022
BRIGHTHOUSE SECURITIES, LLC
August 11, 2017 - January 22, 2021
ALLIANCE-ONE INVESTMENTS, LLC
June 6, 2014 - January 2, 2015
NEW ENGLAND SECURITIES
June 6, 2014 - June 30, 2016
MSI FINANCIAL SERVICES, INC.
June 6, 2014 - August 11, 2017
METLIFE INVESTORS DISTRIBUTION COMPANY
June 6, 2003 - April 4, 2014
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
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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