Unclaimed
Corey Hausen is a financial advisor who has been in the industry since 2006. Corey currently works for LPL Financial LLC, but has worked for several other firms in the past. Corey has a broad range of experience, holding several licenses and designations. Corey has a specialization in financial planning, investment advice, and consulting. Corey has worked with individuals, high-net-worth individuals, corporations, and other institutions.
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.
Consulting and other non-discretionary advisory services
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
02/08/2022 - Present
LPL Financial LLC (SYCAMORE IL)
IL
07/21/2021 - 01/26/2022
PRUCO SECURITIES, LLC. (Kingston IL)
IL
03/24/2021 - 07/22/2021
LPL FINANCIAL LLC (HUNTLEY IL)
IL
06/19/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (HUNTLEY IL)
IL
05/13/2014 - 05/02/2017
PNC INVESTMENTS (ROCKFORD IL)
IL
12/06/2005 - 04/11/2014
FIFTH THIRD SECURITIES, INC. (DIXON IL)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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