Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Jackson Barker is a financial advisor registered with Wells Fargo Clearing Services, LLC. Corey has been a financial advisor since March 24, 2008, with experience at J.P. Morgan Securities LLC, Chase Investment Services Corp., Waddell & Reed, Inc., and Ameriprise Financial Services, Inc.. Corey has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Corey is registered with the states of California, Nebraska, New York, and Washington. Corey offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
WA
05/01/2023 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
WA
10/01/2012 - 04/19/2023
J.P. MORGAN SECURITIES LLC (WOODINVILLE WA)
WA
09/08/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WOODINVILLE WA)
WA
02/13/2009 - 09/10/2009
WADDELL & REED, INC. (BELLEVUE WA)
WA
02/28/2008 - 01/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 03/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
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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