Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorena? Claim Your ProfileLorena Corral is a registered investment advisor representative with Money Concepts Capital Corp. Lorena has been in the financial industry since 2002 and is currently registered with the state of Texas. Lorena has experience working with clients in the insurance industry and is licensed to sell insurance. Lorena has also been a notary public for over 15 years. Lorena has expertise working with individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
TX
05/15/2013 - Present
Money Concepts Capital Corp. (MCALLEN TX)
TX
08/11/2010 - 04/30/2013
GREAT NATION INVESTMENT CORPORATION (MCALLEN TX)
TX
05/15/2006 - 08/06/2010
UNITED EQUITY SECURITIES, LLC (MCALLEN TX)
AL
07/18/2005 - 05/11/2006
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
CO
02/14/2002 - 07/05/2005
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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