Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Jeff Raths is an investment advisor representative with Ameritas Advisory Services, LLC. Corey has been in the financial services industry since 2000 and has experience with a variety of firms, including Edward Jones, Merrill Lynch, and Raymond James Financial Services. Corey is licensed to provide investment advice in Arizona and Texas. Corey has obtained several industry licenses including Series 6, 7, 63, 65 and 66.
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.
Solicitor fees
1
2
AZ
11/16/2023 - Present
Ameritas Advisory Services, LLC (FLAGSTAFF AZ)
AZ
01/22/2016 - 01/29/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLAGSTAFF AZ)
AZ
03/16/2007 - 01/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
OR
07/15/2002 - 03/21/2007
EDWARD JONES (PORTLAND OR)
MT
01/11/2001 - 10/24/2002
S.G. LONG & COMPANY (MISSOULA MT)
CT
07/24/2000 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
01/02/2000 - 06/19/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/04/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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