Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Borchers is an Investment Advisor Representative (IAR) with Alphastar Capital Management, a firm headquartered in Cornelius, NC. Corey specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Corey has a strong background in financial services, with experience in both insurance and real estate. Corey holds a Series 65 license and is registered with the states of Oklahoma and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
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OK
07/11/2024 - Present
Alphastar Capital Management (Jenks OK)
IA
Issued 06/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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