Unclaimed
Corrie Christine Betker is a financial advisor with over 10 years of experience in the financial services industry. Corrie is currently registered with LPL Financial LLC and has held previous positions at MORGAN STANLEY SMITH BARNEY. Corrie is licensed to offer securities advice in Florida, Minnesota and North Carolina. Corrie holds the Series 63, Series 7 and SIE licenses. Corrie has a broad range of experience and specializes in helping individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MN
09/14/2012 - Present
LPL Financial LLC (MINNEAPOLIS MN)
MN
11/01/2011 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (MINNEAPOLIS MN)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Corrie Betker is the right advisor for you? Invested Better is here to help.