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Luana Mobley Corral

Osaic Wealth, Inc.

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About Luana Mobley Corral

Luana Corral is a financial advisor with over 30 years of experience in the industry. Luana is currently registered with Osaic Wealth, Inc. and Associated Investor Services, Inc. Luana is a Certified Financial Planner and holds the Series 6, 7, 63, 65, 79, and SIE licenses. Luana is a dedicated and experienced advisor who is committed to providing her clients with comprehensive financial planning and investment management services. Luana is passionate about helping her clients achieve their financial goals. Luana is a trusted advisor who is committed to providing her clients with the highest level of service.

Firm Information

Luana Corral is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luana Corral’s Registration & Firm History

FL

06/14/2024 - Present

Osaic Wealth, Inc. (FT. LAUDERDALE FL)

FL

07/17/2020 - 06/14/2024

SECURITIES AMERICA, INC. (FT. LAUDERDALE FL)

FL

09/13/1995 - 07/17/2020

INVESTACORP, INC. (FT. LAUDERDALE FL)

MA

09/13/1990 - 09/20/1995

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

08/08/1990 - 09/18/1990

EVENSKY, BROWN INVESTMENTS, INC.

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Licenses & Designations

IA

Issued 12/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/07/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Luana Mobley Corral. Review regulatory record here.
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