Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Ward is a financial advisor who has been in the industry for over 15 years. Corey has a wide range of experience in the financial services industry, having worked with a variety of firms including CUSO Financial Services, L.P., TIAA-CREF Individual & Institutional Services, LLC, and VOYA Financial Advisors, Inc. Corey has a strong background in financial planning and portfolio management and is currently registered as an Investment Advisor Representative with Impact Partnership Wealth, LLC. Corey is committed to helping clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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FL
03/25/2024 - Present
Impact Partnership Wealth, LLC (Inverness FL)
FL
05/02/2018 - 12/22/2020
CUSO FINANCIAL SERVICES, L.P. (Tampa FL)
FL
12/21/2015 - 01/31/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
NY
01/03/2011 - 11/19/2015
VOYA FINANCIAL ADVISORS, INC. (ELMSFORD NY)
NY
09/12/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ELMSFORD NY)
IA
Issued 01/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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