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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 Loy Oliver is a financial advisor registered with Camarda Wealth Advisory Group and has been in the industry since 2016. Corey Oliver is also registered with the state of Florida, which means they are required to follow state rules and regulations. Corey Oliver has passed multiple industry exams, including the Series 7, Series 10, Series 24, Series 66, and the SIE. Corey Oliver is currently employed by Camarda Wealth Advisory Group, which is an investment advisory firm headquartered in Fleming Island, FL. Camarda Wealth Advisory Group manages assets of over $331 million for both individuals and businesses. Corey Oliver focuses on working with high-net-worth individuals and has a strong track record of success in the financial services industry.
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.
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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FL
06/13/2024 - Present
Camarda Wealth Advisory Group (FLEMING ISLAND FL)
MN
04/12/2016 - 10/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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