Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Madrid is a financial professional with over 4 years of experience in the industry. Corey is currently registered with Charles Schwab & CO., Inc. and holds Series 3, 34, 7TO, and 63 licenses. Corey was previously registered with TD Ameritrade, Inc. and is registered in 53 states and the District of Columbia. Corey's specializations include financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/04/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/07/2019 - 01/07/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 08/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
Series 3 - National Commodity Futures Examination
BC
Issued 03/26/2024
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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