Unclaimed
Corey Lamont Webster is an Investment Advisor Representative with Cetera Investment Advisers LLC, registered with the state of Georgia since March 21, 2023. Corey has been in the financial services industry since July 2, 1999, and has previously worked for Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., SagePoint Financial, Inc., FSC Securities Corporation and TD Waterhouse Investor Services, Inc. Corey holds the following licenses: Series 7, 63, 66, 24, SIE, and 52TO.
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.
1
2
GA
03/21/2023 - Present
Cetera Investment Advisers LLC (Atlanta GA)
MN
10/16/2014 - 06/23/2015
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
02/23/2011 - 06/23/2015
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/23/2011 - 06/23/2015
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
04/21/2006 - 06/23/2015
FSC SECURITIES CORPORATION (ATLANTA GA)
NE
12/03/1998 - 09/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 8/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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