Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Lewis Holcomb is a financial advisor at LPL Financial LLC. Corey is a registered representative of LPL Financial LLC and is licensed to provide investment advice in North Carolina and South Carolina. Corey has been in the financial services industry since 2016. Corey specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Corey has a strong background in investment management and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Corey's previous employers include UBS Financial Services Inc. and Morgan Stanley.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/19/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/08/2020 - 07/09/2021
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
SC
05/13/2019 - 06/29/2020
MORGAN STANLEY (CHARLESTON SC)
NJ
02/03/2016 - 05/28/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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