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Corey Kerner

Charles Schwab & CO., Inc.

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About Corey Kerner

Corey Kerner is a financial advisor currently registered with Charles Schwab & Co., Inc. Corey has been in the financial industry for over 10 years and is licensed in Florida and Texas. Previously, Corey worked at Raymond James & Associates, Inc. and Fifth Third Securities, Inc. Corey's areas of expertise include Financial Planning and Selection of Other Advisers. Corey is also a Wrap Fee Program Sponsor. Corey has a Series 65, Series 63, Series 6TO and SIE licenses.

Firm Information

Corey Kerner is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Corey Kerner’s Registration & Firm History

FL

08/16/2024 - Present

Charles Schwab & CO., Inc. (Lutz FL)

MI

08/12/2022 - 09/11/2023

RAYMOND JAMES & ASSOCIATES, INC. (TROY MI)

MI

10/18/2021 - 06/14/2022

FIFTH THIRD SECURITIES, INC. (AUBURN HILLS MI)

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Licenses & Designations

IA

Issued 04/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Kerner.
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