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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Jackson is an investment advisor representative at Manning & Napier Advisors, LLC. Corey has been in the securities industry since April 26, 2008. Corey is licensed in Florida, New York, Ohio, and Texas. Corey is a Certified Financial Planner. Corey specializes in providing financial planning and investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Corey's firm, Manning & Napier Advisors, LLC, manages over $18 billion in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
NY
03/18/2024 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
10/06/2008 - 03/15/2012
SIGNATOR INVESTORS, INC. (ROCHESTER NY)
NY
02/28/2008 - 08/25/2008
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BC
Issued 04/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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