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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 Rumfola is an Investment Advisor Representative at Fisher Investments. Corey has been in the industry for several years and holds a Series 65 license. Corey specializes in portfolio management for individuals, businesses, and investment companies. Corey is registered with the state of Texas and Florida, where Corey currently works. Corey is licensed to provide services to high-net-worth individuals, insurance companies, corporations, charitable organizations, investment companies, pooled investment vehicles, and other investment advisors.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
04/05/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 04/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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