Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Joseph Oberholtzer is a financial advisor registered with A.g.p. / Alliance Global Partners. Corey is licensed to provide advisory services in 45 states. Corey's experience in the financial industry began on May 25, 2002, and Corey has worked at Charles Schwab & Co., Inc. and Euro Pacific Capital prior to A.g.p. / Alliance Global Partners. Corey is also a Certified Financial Planner. Corey's services include financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Corey has a specialization in various areas including equities, fixed income, mutual funds, options, and variable annuities. Corey is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
AZ
02/04/2010 - Present
A.g.p. / Alliance Global Partners (SCOTTSDALE AZ)
TX
07/13/1999 - 02/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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