Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Adam Holtz is a financial advisor with First Citizens Investor Services, Inc. Corey Adam Holtz is registered to offer investment advisory services in North Carolina. Corey Adam Holtz has been in the securities industry since November 2008. Corey Adam Holtz has professional experience with BB&T Securities, LLC, BB&T Investment Services, Inc. and INFINEX INVESTMENTS, INC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
01/26/2024 - Present
First Citizens Investor Services, Inc. (FAYETTEVILLE NC)
NC
02/17/2021 - 01/18/2024
TRUIST INVESTMENT SERVICES, INC. (FAYETTEVILLE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/01/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FAYETTEVILLE NC)
NC
10/09/2013 - 02/24/2016
INFINEX INVESTMENTS, INC. (LUMBERTON NC)
NC
11/10/2008 - 10/08/2013
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
IA
Issued 03/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Corey Holtz is the right advisor for you? Invested Better is here to help.
