Unclaimed
Corina Franke is a financial advisor registered with Morgan Stanley in Bend, Oregon. Corina Franke has been a registered representative since June 1996 and has over 25 years of experience in the financial services industry. Corina Franke is also registered as an investment advisor representative in Texas. Corina Franke has held previous positions at RBC Capital Markets, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Dean Witter Reynolds Inc., Prudential Securities Incorporated, Charter Investment Group, Inc. and Sutro & Co. Incorporated. Corina Franke has experience in investment advisory, portfolio management and financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
04/23/2020 - Present
Morgan Stanley (Terrebonne OR)
OR
09/07/2010 - 08/29/2016
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
06/01/2009 - 09/23/2010
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
09/24/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
03/13/2002 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/24/2000 - 12/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/13/1998 - 01/20/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
OR
04/11/1997 - 07/24/1998
CHARTER INVESTMENT GROUP, INC. (PORTLAND OR)
CA
06/04/1996 - 04/09/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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