Norine
Correa

Navy Federal Investment Services, LLC

CRD#5051501
Investment Advisor
in Palmdale, CA

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About this Advisor

Norine Correa is a financial advisor based in Palmdale, California, working with Navy Federal Investment Services, LLC. Norine has previously held positions at Navy Federal Brokerage Services, LLC, Navy Federal Credit Union, Navy Federal Financial Group, LLC, and Navy Federal Investment Services, LLC. Norine has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Hawaii, Idaho, Montana, Oregon, and Texas. Currently, Norine is part of Navy Federal Investment Services, LLC, which operates out of Palmdale, California. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Navy Federal Investment Services, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

Palmdale, CA

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,472,814,495

CA Average: $1,835,309,194
Total Number of Employees

151

CA Average: 32
Total Number of Accounts

6,072

CA Average: 1,458
Average Account Size

$242,558

CA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Norine Correa Work History

2023 - Present (1 year)

Navy Federal Financial Group, LLC

2023 - Present (1 year)

Navy Federal Investment Services, LLC

2019 - 2023 (4 years)

Navy Federal Financial Group, LLC

2019 - 2023 (4 years)

Navy Federal Investment Services, LLC

2017 - 2019 (2 years)

Navy Federal Brokerage Services, LLC

2017 - 2019 (2 years)

Navy Federal Financial Group, LLC

2016 - 2017 (1 year)

Navy Federal Brokerage Services, LLC

2016 - 2017 (1 year)

Navy Federal Credit Union

2014 - 2016 (2 years)

Navy Federal Brokerage Services, LLC

Disclosures

Please visit the SEC profile of Norine Correa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Navy Federal Investment Services, LLC

Nicholas Wilson
Vienna, VA
Ryan Selmeci
Pensacola, FL
Matthew Waste
Tampa, FL
Sabrina Lee
Lexington Park, MD
Lauren Kirkwood
North Richland Hills, TX
Jake Steffen
Vienna, VA
Alex Brumback
Milton, FL
Adam Cartwright
Pensacola, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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