Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Marshall Bird is an Investment Advisor Representative at Fortitude Family Office in Scottsdale, AZ. Corey has over 20 years of experience in the financial services industry, with previous roles at Piper Jaffray & Co., Woodbury Financial Services, Inc., Rowland Carmichael Advisors, Inc., and Mercer Global Advisors Inc. Corey is also a Certified Financial Planner. Corey is registered to provide investment advisory services in Arizona, California and Texas. Corey specializes in providing financial planning, portfolio management, and other wealth management services to high-net-worth individuals and families. Corey also has experience working with pooled investment vehicles and providing selection of other advisors. Corey is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office & wealth management services, business management, philanthropic 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
08/27/2024 - Present
Fortitude Family Office (SCOTTSDALE AZ)
WA
01/01/2006 - 08/17/2006
PIPER JAFFRAY & CO. (KENNEWICK WA)
MN
06/18/2003 - 03/23/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 01/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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