Mark J. Christensen

STANCORP EQUITIES

Portland, OR 97204

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CRD#: 4157043

Professional summary

Mark Jasen Christensen, who also goes by Mark Jason Christensen, Mark Christensen, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Mark is registered as a RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mark Jason Christensen | Mark Christensen

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 Mark Jasen Christensen'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

December 6, 2024 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204

CRD#: 19517

Portland, OR

Past

May 28, 2024 - December 18, 2024

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

March 17, 2011 - July 27, 2020

PRINCIPAL SECURITIES, INC.

CRD#: 1137

WALNUT CREEK, CA

Past

July 21, 2006 - April 13, 2009

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

November 21, 2005 - June 14, 2006

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOSTON, MA

Past

July 27, 2004 - October 21, 2004

TALBOT FINANCIAL SERVICES, INC.

CRD#: 46345

ALBUQUERQUE, NM

Past

July 18, 2001 - April 21, 2003

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

May 8, 2000 - July 23, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

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

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

Idaho
(4/2/2025)

Exams

State Security Law Exam

Series 63

Date: 3/31/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/10/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/7/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/15/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/5/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STANCORP EQUITIES, INC.

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

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

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)

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

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.

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Advisor Monitoring

Firm Stability Insights

Mark J. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mark Jasen Christensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA FINANCIAL PARTNERS, LLC

PRINCIPAL SECURITIES, INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

SIGNATOR FINANCIAL SERVICES, INC.

TALBOT FINANCIAL SERVICES, INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/31/2025

Series 65

Date: 3/10/2001

Series 7TO

Date: 3/7/2024

SIE

Date: 10/1/2018

Series 31

Date: 2/15/2001

Series 7

Date: 5/5/2000

FINRA

Current Firm

STANCORP EQUITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

STANCORP EQUITIES, INC.

TRUST BUT VERIFY

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