Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Alan Akins is a financial advisor with over 5 years of experience in the financial services industry. Corey has a strong background in providing investment advice and financial planning services to individuals and businesses. Corey is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Prior to joining Kestra, Corey worked with State Farm VP Management Corp., Northwestern Mutual Investment Services, LLC and VALIC Financial Advisors, Inc. Corey holds Series 6, 7TO, 63 and 65 licenses. Corey is also a licensed insurance agent. Corey is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
TN
10/28/2024 - Present
Kestra Advisory Services, LLC (Knoxville TN)
IL
03/07/2019 - 03/27/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TN
02/05/2018 - 05/04/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNOXVILLE TN)
IA
Issued 06/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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