Alecia A. Unkel
Professional summary
Alecia Ann Unkel, AIF®, who also goes by Alecia Ann Unkel Ms., Alecia Ann Unkel, Aleia Ann Unkel, is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.
Alecia is registered as a RR (Registered Representative) and started their career in finance in 2007. Alecia has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Alecia Ann Unkel's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 31, 2018 - Present
STANCORP EQUITIES, INC.
Office #1: 1100 Sw 6th Avenue, Portland, OR 97204August 31, 2007 - June 8, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2025)
(1/2/2025)
(4/13/2022)
(1/2/2025)
(1/13/2022)
(4/13/2022)
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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