Invested Better
Unclaimed

Unclaimed

Unclaimed

Corey Douglas Karels

American Enterprise Investment Services Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Corey? Claim Your Profile

About Corey Douglas Karels

Corey Karels is a financial advisor at American Enterprise Investment Services Inc. Corey has been in the financial services industry since 2009. Corey is registered with the state of Minnesota. Corey holds the Series 63, Series 7 and SIE licenses. Corey is a graduate of the University of Minnesota.

Firm Information

Corey Karels is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Corey Karels’s Registration & Firm History

MN

01/03/2017 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

12/21/2009 - 01/18/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

08/13/2008 - 06/18/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

Not sure if Corey Douglas Karels is right for you?

Licenses & Designations

BC

Issued 08/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Douglas Karels.
Not sure if Corey Douglas Karels is right for you?