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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 Buzzell is an investment advisor representative at Headinvest. Corey has been in the financial services industry for over 20 years. Corey has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Corey has experience in financial planning, portfolio management, and retirement planning. Corey is committed to providing clients with personalized service and helping them reach their financial goals. Corey holds a Series 63, Series 65, and Series 7 licenses. Corey previously worked as a financial advisor for LPL FINANCIAL LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC. and FIS SECURITIES, 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.
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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ME
10/08/2020 - Present
Headinvest (PORTLAND ME)
ME
12/18/2006 - 10/16/2020
LPL FINANCIAL LLC (PORTLAND ME)
ME
10/20/2004 - 11/14/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (YORK ME)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/23/2000 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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