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Robert Mark Corr

CRD# 1884918·Registered 1988 - 1991
Previously Registered: Being a previously registered professional could mean that Robert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Robert Mark Corr, who also goes by Bobby Corr, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1988 - 1991. Robert had worked at 2 firms and has passed the Series 63 and Series 22 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bobby Corr

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

38 years in the financial services industry

Current & Past Employments

PLANNED INVESTMENTS INC.·CRD# 5066
BD
February 28, 1991 - September 30, 1991
CARNEGIE SECURITIES CORPORATION·CRD# 14871
BD
October 12, 1988 - August 28, 1990

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Current Firm

PI
PLANNED INVESTMENTS INC.

PLANNED INVESTMENTS INC.

CRD#: 5066 / SEC#: 8-15412
BD
Terminated by SEC on 08/08/1993

Contact Information

Established

California since 07/10/1969

Firm Type

Corporation

Fiscal Year End

June

Documents

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1988About the Series 63 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Oct 1988About the Series 22 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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