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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 Marlin Lessmann is a financial advisor with First Command Advisory Services. Corey has been in the financial services industry since 2001. Corey is registered to provide investment advisory services in Florida and Texas. Corey is also registered as a registered representative in 22 states. Corey previously worked with Thrivent Investment Management Inc. and NYLIFE Securities Inc. Corey is a licensed General Securities Principal, General Securities Representative, and Investment Company Products/Variable Contracts Representative. Corey holds the SIE, Series 6, Series 7, Series 24, and Series 63 licenses. Corey is a financial advisor who provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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
TX
08/29/2022 - Present
First Command Advisory Services (FORT WORTH TX)
MO
08/19/2009 - 01/20/2011
THRIVENT INVESTMENT MANAGEMENT INC. (CHESTERFIELD MO)
NY
07/13/2004 - 03/09/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
04/17/2001 - 06/28/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 08/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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