Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Magliolo is a financial advisor with over 20 years of experience in the financial services industry. Corey is registered with Osaic Wealth, Inc. and has held previous roles with SAGEPOINT FINANCIAL, INC., LINCOLN FINANCIAL SECURITIES CORPORATION, WOODBURY FINANCIAL SERVICES, INC., ONEAMERICA SECURITIES, INC., and LINSCO/PRIVATE LEDGER CORP. Corey holds FINRA Series 7, Series 66 and SIE licenses and is a registered investment advisor in Texas. Corey provides financial planning and investment management services to individuals, corporations, and pension plans. Corey also provides education seminars and specializes in providing financial services for high-net-worth individuals 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.
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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TX
09/01/2023 - Present
Osaic Wealth, Inc. (FRIENDSWOOD TX)
TX
05/02/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FRIENDSWOOD TX)
TX
11/13/2009 - 05/15/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (HOUSTON TX)
TX
12/12/2003 - 11/18/2009
WOODBURY FINANCIAL SERVICES, INC. (LEAGUE CITY TX)
IN
02/11/2003 - 12/19/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
SC
05/16/2002 - 02/22/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 06/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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