Unclaimed
Korinna Gundrum is a financial professional who has been in the industry since 2007. Currently, she is registered with Valmark Securities, Inc. in Akron, Ohio. Korinna's previous experience includes positions with GWFS Equities, Inc., Mutual of America Life Insurance Company, Mutual of America Securities LLC, Wells Fargo Funds Distributor, LLC, and SII Investments, Inc. She holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam.
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.
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.
1
2
OH
10/13/2023 - Present
Valmark Securities, Inc. (AKRON OH)
CO
11/11/2020 - 04/06/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
OH
02/06/2007 - 01/10/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
02/06/2007 - 01/10/2019
MUTUAL OF AMERICA SECURITIES LLC (AKRON OH)
WI
07/26/2005 - 01/11/2007
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
05/17/2005 - 10/04/2005
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 02/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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