Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Oltyan is a financial professional with over 6 years of experience in the financial services industry. Corey is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in several states. Corey holds the Series 66, Series 7 and SIE licenses. Corey specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Corey's previous employment history includes positions at Pruco Securities LLC, Mid Atlantic Capital Corporation and AXA Advisors, LLC.
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.
1
2
PA
09/03/2024 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
07/25/2019 - 02/05/2020
PRUCO SECURITIES, LLC. (Canonsburg PA)
PA
01/16/2019 - 04/12/2019
MID ATLANTIC CAPITAL CORPORATION (MCMURRAY PA)
PA
11/09/2017 - 01/14/2019
AXA ADVISORS, LLC (SEVEN FIELDS PA)
BOTH
Issued 1/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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