Unclaimed
Corbett Laduke is a financial advisor at Trajan Wealth, LLC, a firm with offices in Scottsdale, AZ. Corbett has been in the financial industry since 1995, and has a broad range of experience, including financial planning, portfolio management for individuals and investment companies, and educational seminars. Corbett is a Certified Financial Planner and holds Series 63, 66, 7 and 8 licenses. Corbett has been registered with the state of Arizona since July 2016. Corbett's primary focus is on high-net-worth individuals, although Corbett also works with individuals other than high-net-worth, and investment companies. Corbett works with clients to develop customized financial plans that meet their unique needs and goals. Corbett is committed to providing clients with personalized, comprehensive advice, and ongoing support.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
AZ
07/12/2016 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
AZ
09/29/1995 - 03/10/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 04/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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