Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corrie? Claim Your ProfileCorrie Oliva is a financial advisor in Portland, Oregon, with over 20 years of experience in the financial services industry. Corrie is registered to provide investment advice in Oregon. Corrie Oliva has been with Matisse Capital since April 2019. Before joining Matisse Capital, Corrie Oliva worked at Arnerich Massena, Inc. and Heintzberger Payne Advisors. Corrie Oliva's professional designations include Chartered Financial Analyst. Corrie specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
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.
1
2
OR
04/10/2019 - Present
Matisse Capital (PORTLAND OR)
MT
01/03/2005 - 02/09/2006
D.A. DAVIDSON & CO. (GREAT FALLS MT)
OR
01/13/2000 - 11/16/2001
PACIFIC CREST SECURITIES INC. (PORTLAND OR)
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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