Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Burke is an active investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC. Corey holds a Series 7TO, Series 66 and SIE license. Corey is also a registered investment advisor in New York. Corey's professional experience includes working with Sports Facilities Companies, Hurricane Junior Golf Tour, State University of New York at Oneonta and other organizations. Corey currently works with Wells Fargo Advisors Financial Network, LLC in Rochester, New York. Corey has specialized in portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
NY
11/22/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
BOTH
Issued 11/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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