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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 Acker is a financial advisor registered with Morgan Stanley. Corey's experience in the industry spans over 10 years. Corey is a graduate of Northwestern University and holds the Series 66, Series 7TO, Series 9 and Series 10 licenses. Corey has also passed the SIE exam. Corey is registered with FINRA and is licensed to conduct business in 55 states. Corey's professional expertise includes providing asset allocation advice, financial planning, pension consulting, portfolio management for individuals, businesses and investment companies and conducting educational seminars. Corey is also the owner of a repurposed wood art business.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
07/16/2020 - Present
Morgan Stanley (GILBERT AZ)
BOTH
Issued 07/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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