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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 Douglas Ross is a financial advisor with Cetera Investment Advisers LLC. Corey has been in the financial services industry since 2001 and has a wide range of experience in the field. Corey's expertise includes providing financial planning, portfolio management, and investment advice. Corey has a proven track record of success in helping individuals and families achieve their financial goals.
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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WA
03/21/2024 - Present
Cetera Investment Advisers LLC (SPOKANE VALLEY WA)
WA
12/17/2010 - 05/22/2017
LPL FINANCIAL LLC (SPOKANE VALLEY WA)
WA
02/11/2010 - 06/09/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPOKANE WA)
WA
10/11/2007 - 11/06/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SPOKANE WA)
WA
02/25/2005 - 08/21/2006
WM FINANCIAL SERVICES, INC. (PULLMAN WA)
MN
04/10/2001 - 02/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 05/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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