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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corrina? Claim Your ProfileCorrina Olson is an Investment Advisor Representative with Copperwynd Financial in Scottsdale, Arizona. Corrina has been a registered representative since 2017. Corrina also holds the Series 63 and Series 65 securities licenses and the SIE exam, which is the Securities Industry Essentials exam. She is also a Certified Financial Planner (CFP®). Corrina has prior experience with Vanguard Marketing Corporation in Scottsdale, Arizona.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/10/2022 - Present
Copperwynd Financial (SCOTTSDALE AZ)
AZ
07/18/2017 - 05/05/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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