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Korinna Gundrum

Valmark Securities, Inc.

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About Korinna Gundrum

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.

Firm Information

Korinna Gundrum is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Korinna Gundrum’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Korinna Gundrum.
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