Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Miles is an investment advisor representative with Money Concepts Capital Corp. Corey has been in the industry since 2012 and has been registered with FINRA since 2017. Corey holds the Series 66, Series 7, and SIE licenses. Corey is also a Certified Public Accountant. In addition to working at Money Concepts Capital Corp., Corey is also the president of Miles CPA. Corey has a broad base of experience advising individuals, corporations, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
WY
07/06/2017 - Present
Money Concepts Capital Corp. (AFTON WY)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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