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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 Brian Woodhead is a financial advisor currently registered with LPL Financial LLC. Corey has been in the financial services industry since December 1998. Corey has a total of 13 state registrations, including Maine. Corey is also registered with the state of Maine as an Investment Advisor Representative (IAR). Corey has previously been registered with Invest Financial Corporation and American Express Financial Advisors Inc. Corey holds Series 7 and 66 securities licenses and is a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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2
ME
02/14/2018 - Present
LPL Financial LLC (FALMOUTH ME)
ME
11/13/2001 - 02/14/2018
INVEST FINANCIAL CORPORATION (FALMOUTH ME)
MN
12/02/1998 - 11/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/02/1998 - 11/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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