Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corinne? Claim Your ProfileCorinne Elizabeth Dorey is a registered Investment Advisor Representative with Edelman Financial Engines. Corinne is a licensed Investment Advisor Representative in North Carolina. Corinne has over 15 years of experience in the financial services industry. Prior to joining Edelman Financial Engines, Corinne was a registered representative with Fidelity Brokerage Services LLC. Corinne also worked at Sanders Morris Harris LLC and Spire Securities, LLC. Corinne holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. Corinne also has experience in providing financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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NC
05/25/2021 - Present
Edelman Financial Engines (RALEIGH NC)
NC
03/04/2016 - 05/11/2021
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
MD
10/28/2010 - 01/26/2016
SANDERS MORRIS HARRIS LLC (BETHESDA MD)
VA
06/12/2009 - 10/22/2010
SPIRE SECURITIES, LLC (MCLEAN VA)
MA
03/21/2005 - 01/13/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/21/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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