Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Lawrence Hevrin is a financial advisor with Equity Services, Inc. Corey is a seasoned professional in the financial services industry, having over 18 years of experience. Corey has worked in the financial services industry since 2004. Corey is registered to sell securities in 15 states. Corey is a Series 6 and Series 63 licensed representative and holds the SIE certification. Corey is currently located at Equity Services, Inc. in COLCHESTER, VT. Corey has a proven track record of success in helping individuals and families achieve their financial goals. Corey specializes in providing financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals.
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.
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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2
VT
09/27/2004 - Present
Equity Services, Inc. (COLCHESTER VT)
NE
08/23/2004 - 09/08/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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