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Corrie Ann Blair

Purshe Kaplan Sterling Investments

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About Corrie Ann Blair

Corrie Ann Blair is a financial advisor currently registered with Purshe Kaplan Sterling Investments. Corrie Blair has been in the financial services industry since June 11, 1996. Corrie Blair has passed the Series 4, 6, 7, 24, 63, and 65 exams. Corrie Blair is currently licensed in North Carolina.

Firm Information

Corrie Blair is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Corrie Blair’s Registration & Firm History

NC

08/16/2024 - Present

Purshe Kaplan Sterling Investments (Raleigh NC)

NC

06/16/2023 - 08/16/2024

LPL FINANCIAL LLC (RALEIGH NC)

NC

02/08/2012 - 06/20/2023

TRIAD ADVISORS LLC (RALEIGH NC)

NC

09/19/2003 - 02/10/2012

FSC SECURITIES CORPORATION (RALEIGH NC)

MO

09/06/2001 - 09/15/2003

EDWARD JONES (ST. LOUIS MO)

PA

02/10/1998 - 08/21/2000

FISERV SECURITIES, INC. (PHILADELPHIA PA)

NC

04/24/1995 - 11/26/1997

SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)

NJ

11/08/1993 - 12/20/1993

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 07/16/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/1997

Series 4 - Registered Options Principal Examination

BC

Issued 05/27/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1995

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Corrie Ann Blair. Review regulatory record here.
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