Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Lee Sarosy is a financial advisor with Benjamin F. Edwards & Company, Inc. based in St. Louis, Missouri. Corey has been in the financial services industry since 1999. Corey holds Series 7 and Series 63 licenses and is also a Certified Financial Planner. Corey is registered to offer investment advisory services in Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Maine, Maryland, Michigan, New York, North Carolina, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas. Corey's previous experience includes roles at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Corey's specializations include individual investors, high net worth individuals, corporations and businesses, pension and profit-sharing plans, charitable organizations, and investment clubs.
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
MO
03/19/2012 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
OH
01/01/2008 - 01/18/2011
WELLS FARGO ADVISORS, LLC (MENTOR OH)
OH
10/13/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MENTOR OH)
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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