Unclaimed
Corey E House is a financial advisor licensed in Connecticut, associated with Hornor, Townsend & Kent, LLC. Corey has been in the financial industry since March 19, 2023, and holds the Series 63, Series 6TO, and SIE licenses. Corey specializes in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses. Corey is dedicated to helping clients achieve their financial goals through a personalized approach.
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.
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.
Trail commissions, distribution assistance fees
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2
CT
03/20/2023 - Present
Hornor, Townsend & Kent, LLC (WILTON CT)
BC
Issued 08/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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