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 Webster is a financial advisor with over 20 years of experience in the industry. Corey is currently registered with Cetera Investment Advisers LLC, a firm with over 100,000 clients. Corey is licensed to offer investment advice in Georgia. Previously, Corey was also registered with Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., SagePoint Financial, Inc., FSC Securities Corporation and TD Waterhouse Investor Services, Inc. Corey holds the Series 63, 66, 7, 24, SIE and 52TO licenses. Corey is a financial advisor who provides financial planning, portfolio management, and other advisory services to individuals and businesses.
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
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 08/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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