Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corinne? Claim Your ProfileCorinne Moccia-cunha is a financial advisor with over 25 years of experience in the industry. Corinne is currently registered with Canaccord Genuity Wealth Management (USA) Inc. and provides portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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10/11/2024 - Present
Canaccord Genuity Wealth Management (usa) Inc. (VANCOUVER )
NH
12/17/2013 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
MA
03/01/2013 - 12/11/2013
PURSHE KAPLAN STERLING INVESTMENTS (BURLINGTON MA)
MA
06/01/2009 - 10/18/2012
MORGAN STANLEY (DANVERS MA)
MA
03/04/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
CA
09/05/1995 - 02/24/2004
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
BOTH
Issued 02/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2000
Series 14 - Compliance Officer Examination
BC
Issued 08/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/07/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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