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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 James Dallas is a registered investment advisor representative with Coldstream Wealth Management, based in Bellevue, Washington. Corey has been in the industry since 2020 and has passed the Series 7TO, Series 66 and SIE exams. Corey previously worked for LPL Financial LLC. Corey is a specialist in retirement planning, college savings, and estate planning. Corey's firm, Coldstream Wealth Management, is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
10/07/2021 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
02/18/2020 - 08/04/2021
LPL FINANCIAL LLC (BELLEVUE WA)
BOTH
Issued 05/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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