Unclaimed
Corey Hedges is a financial advisor with over 7 years of experience in the financial services industry. Corey currently works with Osaic Wealth, Inc. where Corey provides financial planning, portfolio management, and other advisory services to a diverse clientele. Prior to joining Osaic Wealth, Inc. Corey was a financial advisor at SAGEPOINT FINANCIAL, INC. and AXA ADVISORS, LLC. Corey holds Series 63, 65 and 7 licenses and is registered to provide investment advisory services in Connecticut, Florida, Massachusetts, North Carolina, and Pennsylvania.
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
NC
09/01/2023 - Present
Osaic Wealth, Inc. (CORNELIUS NC)
NC
09/21/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CORNELIUS NC)
NC
11/09/2015 - 10/04/2017
AXA ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 08/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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