Unclaimed
Corey Robert Fleisner is a financial professional with over 23 years of experience in the industry. Corey is a registered representative with Northwestern Mutual Investment Services, LLC. Corey is registered to provide securities and investment advisory services in 51 states and the District of Columbia. Corey's previous experience includes working with Robert W. Baird & Co. Incorporated. Corey holds a Series 63 state exam and a Series 99TO, SIE, Series 7, and Series 6 product exams. In addition, Corey holds Series 9, Series 10, and Series 26 principal exams. Corey is also a Chartered Financial Consultant.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
01/06/2009 - Present
Northwestern Mutual Investment Services, LLC (APPLETON WI)
WI
06/13/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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