Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cora? Claim Your ProfileCora Margaret Ingrim is an experienced financial professional with over 28 years in the industry. Cora holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam. She is a Certified Financial Planner and a Chartered Financial Analyst. Cora is currently registered with United Planners' Financial Services Of America A Limited Partner in Maryland and Texas. Cora has a broad range of experience, having previously been registered with ADVANTAGE CAPITAL CORPORATION in Georgia and TRAVELERS EQUITIES SALES, INC. in California. Cora works with individuals, high-net-worth individuals, corporations, businesses, and retirement plans. She provides a variety of financial planning services, including portfolio management, pension consulting, and selection of other advisors.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/25/2013 - Present
United Planners' Financial Services OF America A Limited Partner (CHEVY CHASE MD)
GA
08/15/1994 - 05/12/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
06/10/1993 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 08/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cora Ingrim is the right advisor for you? Invested Better is here to help.
