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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Richard Walter is an investment advisor representative with United Planners' Financial Services of America a Limited Partner. Corey Walter has been in the financial services industry since 2006. Corey Walter holds the Series 66, SIE, and Series 7 securities licenses. Prior to joining United Planners' Financial Services of America a Limited Partner, Corey Walter was registered with Royal Alliance Associates, Inc. and NFP Advisor Services, LLC. Corey Walter provides investment advisory services to high-net-worth individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
AZ
08/11/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CO
01/25/2016 - 08/13/2020
ROYAL ALLIANCE ASSOCIATES, INC. (CENTENNIAL CO)
PA
01/06/2012 - 01/27/2016
NFP ADVISOR SERVICES, LLC (PITTSBURGH PA)
NC
12/06/2006 - 01/18/2012
AMERIPRISE FINANCIAL SERVICES, INC. (HUNTERSVILLE NC)
NC
11/14/2006 - 11/22/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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