Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Sherf is a financial advisor who has been active in the industry since 2003. Corey has a strong track record of experience working with clients across a range of needs, including individuals, families, and businesses. Corey is currently registered with Wells Fargo Clearing Services, LLC and is licensed to offer investment advice in Wisconsin and Texas. Corey has previously worked with various firms, including Private Client Services, LLC, SII Investments, Inc., Invest Financial Corporation, PFIC Securities Corporation, and Wells Fargo Investments, LLC. Corey is committed to providing personalized financial advice and guidance that helps clients achieve their 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.
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.
Investment consulting services to institutional clients
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
WI
07/08/2024 - Present
Wells Fargo Clearing Services, LLC (GREEN BAY WI)
WI
01/02/2018 - 07/15/2024
PRIVATE CLIENT SERVICES, LLC (Green Bay WI)
WI
05/18/2016 - 12/31/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
04/30/2007 - 05/19/2016
INVEST FINANCIAL CORPORATION (GREEN BAY WI)
WI
09/07/2006 - 04/30/2007
PFIC SECURITIES CORPORATION (GREEN BAY WI)
WI
02/13/2004 - 08/31/2006
WELLS FARGO INVESTMENTS, LLC (GREEN BAY WI)
NY
03/05/2003 - 01/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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