Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Stephen Waddell is a Registered Investment Advisor Representative at Capital Cities, LLC. Corey has been in the industry since October 2013 and has experience providing investment consultations, pension consulting, and selection of other advisors. Corey holds a Series 65 license and is also a Chartered Financial Analyst.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Investment consultations
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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IN
03/08/2024 - Present
Capital Cities, LLC (INDIANAPOLIS IN)
IA
Issued 11/20/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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