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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 Lotzer is a financial advisor with Osaic Wealth, Inc. located in Plymouth, MN. Corey has over 20 years of experience in the financial services industry. Corey has a Series 6, Series 7, and Series 63 license. Corey also holds the SIE designation. Corey specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Prior to joining Osaic Wealth, Inc., Corey was a financial advisor at CETERA ADVISOR NETWORKS LLC and American Express Financial Advisors Inc.
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.
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.
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2
MN
07/26/2021 - Present
Osaic Wealth, Inc. (PLYMOUTH MN)
MN
07/07/2003 - 01/19/2021
CETERA ADVISOR NETWORKS LLC (MINNETONKA MN)
MN
04/08/1997 - 04/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/08/1997 - 04/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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