Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Vanderpoel is a financial advisor with Burch & Company, Inc. Corey has been a registered representative for over 14 years, and has experience in the securities industry since 2009. Corey holds Series 63, SIE, 79, and 82 licenses and is currently registered with the states of Minnesota and Wisconsin. Corey was previously registered with Baker Tilly Capital, LLC and Mertz Associates, Inc. Corey is based in Milwaukee, WI and can be reached at Burch & Company, Inc.'s office at 320 E Buffalo Street, Suite 401, Milwaukee, WI 53202.
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.
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.
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2
WI
01/31/2014 - Present
Burch & Company, Inc. (MILWAUKEE WI)
WI
04/07/2011 - 06/13/2013
BAKER TILLY CAPITAL, LLC (MADISON WI)
WI
05/08/2009 - 06/22/2011
MERTZ ASSOCIATES, INC (WAUKESHA WI)
BC
Issued 02/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/21/2009
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
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