Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Davis Quattlebaum is an Investment Advisor Representative with Osaic Institutions, Inc., located in Norfolk, VA. Corey has been in the securities industry since September 7, 1997. Corey holds Series 6, 7, 63 and 66 securities licenses. Corey has been registered with Osaic Institutions, Inc. since September 6, 2011 and is also registered in North Carolina and Virginia. Corey has prior experience with UVEST Financial Services Group, Inc., IRONSTONE SECURITIES, INC., 1717 CAPITAL MANAGEMENT COMPANY, JEFFERSON PILOT SECURITIES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, PRINCOR FINANCIAL SERVICES CORPORATION and NYLIFE SECURITIES INC. Corey specializes in providing financial planning, investment advice and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
VA
11/09/2018 - Present
Osaic Institutions, Inc. (Norfolk VA)
NC
10/01/2008 - 09/15/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GREENVILLE NC)
NC
06/17/2005 - 10/01/2008
IRONSTONE SECURITIES, INC. (WINTERVILLE NC)
DE
11/24/2004 - 06/28/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
11/25/2003 - 12/01/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
05/01/2003 - 11/05/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/01/2003 - 11/05/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
02/02/2001 - 05/19/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
04/21/1997 - 10/03/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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