Unclaimed
Corrie Kevin Borde is a registered investment advisor representative with KCD Financial, Inc. Corrie has been in the industry since 2014. Corrie is registered to provide investment advice in Florida. Corrie has passed the Uniform Investment Adviser Law Examination (Series 65). Corrie's professional background includes experience at Borde & Associates, Bankers Life, and Wireless Direct Inc. In addition to investment advice, Corrie also provides services as a real estate investor. Corrie is also registered with KCD Financial, Inc. in Wisconsin and Florida.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A portion of fees paid to 3rd party advisors
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2
FL
04/25/2022 - Present
KCD Financial, Inc. (Palm Bay FL)
IA
Issued 07/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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