Unclaimed
Corey Barash is a registered Investment Advisor Representative with Grant Tani Barash & Altman, LLC in Beverly Hills, California. Corey is a financial professional with extensive experience in the investment industry. Corey has been registered with the state of California since January 19, 2023. Corey has passed the Series 65 exam, which certifies that they have the knowledge and skills necessary to provide investment advice. Corey specializes in providing financial advice to high-net-worth individuals and corporations.
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.
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.
Bundled fees for all business management services
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CA
01/19/2023 - Present
Grant Tani Barash & Altman, LLC (BEVERLY HILLS CA)
IA
Issued 07/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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