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Corey Charles Golden

Golden Wealth Management

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About Corey Charles Golden

Corey Golden, CFP®, is a financial advisor with over 15 years of experience in the financial services industry. Corey has worked with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Corey's expertise includes financial planning, investment management, and retirement planning. Corey is the President and Chief Compliance Officer of Golden Wealth Management LLC, which provides financial planning and investment management services to individuals, families, and businesses.

Firm Information

Corey Golden is currently registered with Golden Wealth Management. Golden Wealth Management is an investment advisor headquartered in Pittston, Pennsylvania, with 3 investment advisor representatives. The firm manages approximately $126,539,000 in assets for individuals, high-net-worth individuals, corporations, charitable organizations, state or municipal government entities, and pooled investment vehicles. Golden Wealth Management offers financial planning, portfolio management, and selection of other advisors services.
Golden Wealth Management

2 SOUTH MAIN STREET

PITTSTON, PA 18640

$126.54M

Assets Under Management

7

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Corey Golden’s Registration & Firm History

PA

08/01/2019 - Present

Golden Wealth Management (PITTSTON PA)

PA

09/25/2009 - 01/30/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (WILKES-BARRE PA)

PA

07/14/2006 - 09/25/2009

UBS FINANCIAL SERVICES INC. (PLAINS PA)

PA

04/26/2004 - 07/17/2006

WACHOVIA SECURITIES, LLC (SCRANTON PA)

MA

03/23/2004 - 04/20/2004

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 01/04/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Charles Golden.
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