Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Anthony Purkat is a financial advisor with Wealth Enhancement Advisory Services, LLC. Corey has been in the industry since 2008 and holds Series 6, 7, 63, and 65 licenses. Corey is also a Certified Financial Planner. Corey has previously worked with LPL Financial LLC, Transamerica Financial Advisors, Inc., Securian Financial Services, Inc., ADP Broker-Dealer, Inc., and First Investors Corporation. Corey has worked in Plymouth, MN, New Richmond, WI, St. Paul, MN, Roseland, NJ, and Edina, MN. Corey specializes in providing financial planning, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
02/18/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
03/24/2022 - 12/20/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
WI
05/08/2013 - 03/26/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW RICHMOND WI)
MN
06/27/2012 - 04/29/2013
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
NJ
01/31/2008 - 03/07/2012
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MN
06/22/2007 - 12/13/2007
FIRST INVESTORS CORPORATION (EDINA MN)
BC
Issued 04/19/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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