Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Patrick Hughes is a financial advisor with over 27 years of experience in the financial industry. Corey is registered with D.a. Davidson & Co. Corey has a strong background in securities, having passed the Series 7, 55, 57TO, 63, and SIE examinations. Corey has held previous roles at Ragen Mackenzie Incorporated and currently is active in the Oregon market. Corey specializes in several investment strategies including portfolio management for businesses and individuals as well as financial planning and pension consulting.
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
OR
09/12/1998 - Present
D.a. Davidson & Co. (PORTLAND OR)
CA
06/20/1995 - 08/11/1998
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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