Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Michael Brodsky is a financial advisor with over 19 years of experience in the industry. Corey Michael Brodsky is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Corey Michael Brodsky previously worked at American Portfolios Financial Services, W.E. DONOGHUE & CO., LLC, MASSMUTUAL, METLIFE SECURITIES, INC., NORTHERN LIGHTS DISTRIBUTORS, LLC, and U.S.T. SECURITIES CORP. Corey Michael Brodsky holds licenses in Series 6, 7, 63 and 66.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
07/17/2018 - 03/18/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
03/25/2017 - 05/08/2018
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
06/18/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NE
09/05/2014 - 05/22/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
12/22/2008 - 06/14/2013
ROTHSCHILD INC. (NEW YORK NY)
NY
10/17/2005 - 09/07/2007
UST SECURITIES CORP. (NEW YORK NY)
MA
10/22/2004 - 10/18/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/22/2004 - 10/18/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
10/22/2004 - 10/18/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/11/2002 - 10/18/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 03/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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