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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 Griffin is a financial advisor with over 10 years of experience in the industry. Corey is registered with Cetera Investment Advisers LLC, a firm that provides investment advisory services to a variety of clients, including individuals, families, businesses, and institutions. Corey is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Corey is also registered as an investment advisor representative in Oregon and Texas. Previously, Corey was a financial advisor with Foresters Financial Services, Inc. Corey has a broad range of financial planning expertise including portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. Corey holds Series 6, 7, 24, 26, 51 and 66 licenses as well as the SIE certification.
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.
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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2
OR
01/05/2023 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
07/29/2013 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/13/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2016
Series 7 - General Securities Representative Examination
BC
Issued 7/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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