Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Crews is a financial advisor currently registered with LPL Financial LLC. Corey has been in the industry since 2016 and has experience working with clients such as individuals, high-net-worth individuals, corporations, and charitable organizations. Corey is registered with the Securities and Exchange Commission (SEC) and holds Series 66, SIE, and Series 7 licenses. In addition to working with LPL Financial LLC, Corey is also the owner of a real estate rental property in Surf City, NC. Corey is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
11/02/2020 - Present
LPL Financial LLC (JACKSONVILLE NC)
NC
03/03/2016 - 11/04/2020
CUNA BROKERAGE SERVICES, INC. (JACKSONVILLE NC)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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