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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 Michael Fast is a financial advisor with Edelman Financial Engines. Corey has been in the financial services industry for over 17 years and has experience with a variety of firms including Sanders Morris Harris, EF Legacy Securities, Fidelity Brokerage Services, Nationwide Investment Services Corporation, and World Group Securities. Corey holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Corey is a Certified Financial Planner and specializes in Retirement Planning, College Savings, Estate Planning, Insurance, and Asset Allocation.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
10/06/2022 - Present
Edelman Financial Engines (ANAHEIM CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COSTA MESA CA)
CA
11/09/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COSTA MESA CA)
CA
06/13/2013 - 11/16/2015
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
OH
06/12/2006 - 06/03/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
GA
08/16/2005 - 06/09/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 06/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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