Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Lamont Sneed is a financial advisor registered with Lincoln Investment and Capital Analysts. Corey has been working in the securities industry since 2001 and has experience in various financial areas including retirement planning, financial planning, and portfolio management. Corey has offices in Fairfield, CT and Bohemia, NY.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
06/02/2017 - Present
Lincoln Investment (Fairfield CT)
CT
09/25/2014 - 01/03/2017
LEGEND EQUITIES CORPORATION (Fairfield CT)
CT
03/23/2012 - 10/10/2014
PARK AVENUE SECURITIES LLC (WESTPORT CT)
CT
01/12/2011 - 03/16/2012
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
06/20/2008 - 12/16/2010
CITIGROUP GLOBAL MARKETS INC. (BRIDGEPORT CT)
CT
02/23/2007 - 05/08/2008
PEOPLE'S SECURITIES, INC. (STAMFORD CT)
CT
06/14/2005 - 12/05/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (STAMFORD CT)
IL
04/02/2004 - 05/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
11/14/2003 - 03/15/2004
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
12/02/2002 - 11/10/2003
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
NY
09/24/2002 - 10/29/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
CT
04/17/2002 - 08/13/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
12/10/2001 - 05/08/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/10/2001 - 05/08/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
04/11/2001 - 12/17/2001
CONSECO SECURITIES, INC. (CARMEL IN)
NJ
10/17/2000 - 03/20/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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