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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Day is a financial advisor at Cambridge Investment Research Advisors, Inc. in Des Moines, IA. Corey has been working in the financial services industry since 2003 and has a broad range of experience. Corey is registered in Iowa as an Investment Advisor Representative and has passed the Series 7 and Series 66 exams. Corey has previously worked at VOYA Financial Advisors, Inc., ING Financial Advisors, LLC, Directed Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Corey is a Registered Representative and Investment Advisor Representative. Corey provides a wide range of services to clients, including financial planning, portfolio management, and retirement planning. Corey has a dedication to building long-term relationships with clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
09/07/2021 - Present
Cambridge Investment Research Advisors, Inc. (Des Moines IA)
IA
11/24/2006 - 06/15/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
06/09/2010 - 02/15/2011
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
IA
06/08/2005 - 11/03/2006
DIRECTED SERVICES, INC. (DES MOINES IA)
MN
08/22/2003 - 06/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/22/2003 - 06/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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