Sarina L. Correa

WISDOM FINANCIAL PLANNING

TAMPA, FL 33606

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CRD#: 4516360

Professional summary

Sarina Louise Correa, who also goes by Sarina Louise Foster, is a registered financial advisor currently at WISDOM FINANCIAL PLANNING located in Tampa, Florida.

Sarina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sarina has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarina Louise Foster

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.

1. Shabby Divas Media, LLC. Non-Investment Related, 13014 N. Dale Mabry Hwy #132 Tampa, FL 33618. Social media consulting for small online businesses. Owner, CEO. Started 2/2019, current spend 10-15 hours per week working with small business owners to refine their online marketing strategies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarina Louise Correa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2024 - Present

WISDOM FINANCIAL PLANNING

Office #1: 1304 Desoto Ave 101, Tampa, FL 33606

RIA

CRD#: 145275

TAMPA, FL

Past

September 20, 2005 - August 29, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WISDOM FINANCIAL PLANNING

JOHN BOYER, INC. | WISDOM FINANCIAL PLANNING

CRD#: 145275 / SEC#: 801-121513

RIA

Registered Investment Advisory firm - (6/16/2021 Approved)

Florida

Registered Investment Advisory firm - (8/1/2012 Approved)

Ohio

Registered Investment Advisory firm - (4/13/2012 Approved)

Texas

Registered Investment Advisory firm - (6/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/28/2025)

IAR

Ohio
(12/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/24/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WISDOM FINANCIAL PLANNING

JOHN BOYER, INC. | WISDOM FINANCIAL PLANNING

CRD#: 145275 / SEC#: 801-121513

RIA

Registered Investment Advisory firm - (6/16/2021 Approved)

Florida

Registered Investment Advisory firm - (8/1/2012 Approved)

Ohio

Registered Investment Advisory firm - (4/13/2012 Approved)

Texas

Registered Investment Advisory firm - (6/2/2022 Terminated)

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Contact information

Main Address

1304 Desoto Ave 101, Tampa, FL 33606

Mailing Address

Phone number

(813) 254-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	549
AUM (Assets Under Management)	$ 158,564,721

Red Flags

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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Sarina L. Correa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarina Louise Correa's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISDOM FINANCIAL PLANNING

SECURITIES SERVICE NETWORK, LLC

Primary Firm SEC Registration

WISDOM FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2024

SIE

Date: 10/1/2018

Series 6

Date: 8/24/2005

Current Firm

WISDOM FINANCIAL PLANNING

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISDOM FINANCIAL PLANNING

TRUST BUT VERIFY

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