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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 Ross is a financial advisor with Cetera Investment Advisers LLC. Corey has been in the financial industry since 2003 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Corey is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Corey holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Corey is registered to provide financial advice in 24 states and the District of Columbia.
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 5/1/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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