Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Daniel Schaul is a financial advisor with over 15 years of experience in the industry. Corey is currently registered with LPL Financial LLC in Sarasota, FL. Corey has held previous roles with Ameriprise Financial Services, LLC, Morgan Stanley, Ausdal Financial Partners, Inc., and Waterstone Financial Group, Inc. Corey holds Series 7, 31, and 66 licenses.
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
FL
03/22/2023 - Present
LPL Financial LLC (SARASOTA FL)
FL
01/29/2016 - 03/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Sarasota FL)
FL
10/07/2011 - 01/26/2016
MORGAN STANLEY (SARASOTA FL)
IL
09/01/2009 - 09/27/2011
AUSDAL FINANCIAL PARTNERS, INC. (DEERFIELD IL)
IL
04/07/2008 - 08/11/2009
WATERSTONE FINANCIAL GROUP, INC. (DEERFIELD IL)
BOTH
Issued 11/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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