Unclaimed
Corrie Daniel Feldotto is an investment advisor representative with TLG Advisors, Inc.. Corrie has been in the industry since September 20, 2013. Corrie has a Series 66, Series 7 and SIE license. Corrie specializes in individual, pension & profit sharing plans, and corporations or other businesses. Corrie is currently registered with California and Iowa. Corrie previously worked at PRINCIPAL SECURITIES, INC. and METLIFE SECURITIES INC.
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.
Placement of institutional funds
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
CO
03/24/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
IA
05/08/2015 - 11/02/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
05/01/2013 - 04/22/2015
METLIFE SECURITIES INC. (WEST DES MOINES IA)
BOTH
Issued 05/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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