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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 Lynn Poulosky is a financial advisor who is registered with Ameritas Advisory Services, LLC. Corey has been in the industry for over 25 years and has worked with a number of firms, including Walnut Street Securities, Inc., Guardian Investor Services Corporation, Financial Network Investment Corporation, First Lincoln Investments, Inc. and Ameritas Life Insurance Corp. Corey has been registered in over 50 states and has a strong track record of success. Corey holds several licenses and designations, including Series 7, Series 63, Series 24, Series 53 and Series 65. Corey's current affiliation with Ameritas Advisory Services, LLC, provides a platform for Corey to provide financial advice and services to individuals, families, and businesses.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
CA
02/11/1998 - 04/01/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/26/1996 - 02/06/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
01/03/1995 - 01/30/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NE
07/14/1994 - 10/25/1994
FIRST LINCOLN INVESTMENTS, INC. (LINCOLN NE)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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