Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Lane Jones is a financial advisor with Schwab Wealth Advisory, Inc. Corey has been in the financial services industry for over 12 years. Corey is registered with the state of Arizona and Texas. Corey holds Series 6, 7, 9 and 63 licenses, and is also a Certified Financial Planner. Corey provides financial planning and portfolio management 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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AZ
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
10/25/2010 - 05/10/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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