Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Edward Wagner is a registered representative with Raymond James & Associates, Inc.. Corey has been in the industry since 1989 and has experience with a variety of firms. Corey is registered in 53 states and has multiple licenses and certifications. Corey provides financial planning, pension consulting, educational seminars and portfolio management services to a variety of clients.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
10/16/2024 - Present
Raymond James & Associates, Inc. (Chicago IL)
FL
07/03/2018 - 10/04/2019
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
07/25/2017 - 10/04/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
09/08/2015 - 04/27/2017
QUESTAR CAPITAL CORPORATION (PALM BEACH GARDENS FL)
AZ
05/04/2010 - 01/28/2015
EURO PACIFIC CAPITAL, INC. (SCOTTSDALE AZ)
FL
07/30/2003 - 04/01/2009
LADENBURG THALMANN & CO. INC. (BOCA RATON FL)
FL
05/31/1994 - 08/04/2003
PRENTICE SECURITIES, INCORPORATED (HALLANDALE FL)
NA
09/02/1986 - 05/17/1989
SBT INVESTORS BROKERAGE SERVICES, INC.
NA
07/01/1985 - 04/22/1986
OVEST FINANCIAL SERVICES, INC.
NA
11/12/1984 - 03/11/1985
INVESTORS CENTER INCORPORATED
NA
09/08/1984 - 11/05/1984
SENTRA SECURITIES CORPORATION
NA
02/24/1984 - 03/15/1984
U.M. SECURITIES CORPORATION
NA
12/23/1983 - 02/06/1984
CITIWIDE SECURITIES CORP.
NA
05/13/1982 - 10/05/1982
COMMISSION DISCOUNT CORP.
NA
09/26/1979 - 04/12/1982
BLINDER, ROBINSON & CO.,INC.
NA
06/02/1981 - 02/25/1982
COMMISSION DISCOUNT CORP.
NA
03/27/1981 - 06/29/1981
M. H. WALTER & CO., INCORPORATED
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/19/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/14/1984
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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