Advisor at Navy Federal Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Navy Federal Investment Services, LLC
Location
Palmdale, CA
Credentials
ChFC®, Series 63, Series 66
Industry experience
15 years
Norine Correa is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 15 years of industry experience, all within various entities affiliated with Navy Federal. Outside of her advisory role, she owns Mother of Millions, a life purpose and spiritual coaching business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and offers a variety of advisory platforms including wrap fee programs and automated ETF-based strategies.
Based on Navy Federal Investment Services, LLC
Based on Navy Federal Investment Services, LLC
Digital Investor Automated Portfolios product: fixed fee $3.50 per month.
$0 - $250,000: Total fees range from approximately 0.75% to 1.35% depending on the third-party portfolio manager and program $250,000 - $500,000: Approximately 0.68% to 1.15% total fees depending on manager $500,000 - $1,000,000: Approximately 0.50% to 0.95% total fees depending on manager $1,000,000 - $2,000,000: Approximately 0.50% to 0.84% total fees depending on manager $2,000,000+: Approximately 0.50% to 0.90% total fees depending on manager
Clients may also engage IARs as registered representatives of the broker-dealer to purchase commission-based securities products separately from advisory services.
Account minimum: $50,000 to $1,000,000 depending on program and third-party portfolio manager (e.g., $50,000 for most programs, $150,000 for UMA, $1,000,000 for Private Wealth Consulting) Minimum fee: Minimum annual platform fees: $50 for SMA and UMA accounts, $25 for Fund Strategist Portfolios; initial account minimums typically $50,000 to $1,000,000
Palmdale, CA
Arizona · California · Connecticut · Hawaii · Idaho · Montana · Oregon · Texas · Wisconsin
Navy Federal Investment Services, LLC
2023 - Present (3 years)
Navy Federal Financial Group, LLC
2023 - Present (3 years)
Navy Federal Financial Group, LLC
2019 - 2023 (4 years)
Navy Federal Investment Services, LLC
2019 - 2023 (4 years)
Navy Federal Brokerage Services, LLC
2017 - 2019 (2 years)
Navy Federal Financial Group, LLC
2017 - 2019 (2 years)
Navy Federal Brokerage Services, LLC
2016 - 2017 (1 year)
Navy Federal Credit Union
2016 - 2017 (1 year)
Navy Federal Brokerage Services, LLc
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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