Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Amanda Truss is a financial advisor with over six years of experience in the financial industry. Corey has been registered with the state of Maryland since 2018. Corey is currently employed by Navy Federal Investment Services, LLC and HF Advisory Group, LLC. Corey is a Series 65, 66 and Series 7 licensed advisor. Corey has worked in the financial industry since 2014.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
02/10/2025 - Present
Navy Federal Investment Services, LLC (Rockville MD)
MD
04/17/2018 - 04/30/2024
LPL FINANCIAL LLC (HANOVER MD)
IA
Issued 09/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Corey Truss is the right advisor for you? Invested Better is here to help.
