Christopher P. Trudel
Professional summary
Christopher Paul Trudel, who also goes by Chris Trudel, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.
Christopher is registered as a RR (Registered Representative) and started their career in finance in 2001. Christopher has worked at 4 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 Christopher Paul Trudel's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2023 - Present
STANCORP EQUITIES, INC.
Office #1: 1100 Sw Sixth Avenue, Portland, OR 97204-1093December 18, 2013 - December 31, 2022
SECURIAN FINANCIAL SERVICES, INC.
January 23, 2002 - March 4, 2010
HARTFORD FUNDS DISTRIBUTORS, LLC
March 22, 2001 - December 31, 2001
WOODBURY FINANCIAL SERVICES, 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
(5/14/2024)
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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