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Corey Stephen Wertz

Charles Schwab & CO., Inc.

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About Corey Stephen Wertz

Corey Stephen Wertz is a financial professional who has been working in the industry since March 29, 2014. Corey is currently registered with Charles Schwab & CO., Inc. in Delaware. Corey has previously worked at FIDELITY BROKERAGE SERVICES LLC, and CHARLES SCHWAB & CO., INC. in Pennsylvania and Colorado. Corey holds the Series 66, Series 63, SIE, and Series 7 licenses. Corey is also a Certified Financial Planner. Corey is a partner in One Basket, a real estate rental company.

Firm Information

Corey Wertz is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Corey Wertz’s Registration & Firm History

DE

05/02/2024 - Present

Charles Schwab & CO., Inc. (Wilmington DE)

DE

09/25/2023 - 04/19/2024

FIDELITY BROKERAGE SERVICES LLC (GREENVILLE DE)

PA

01/31/2019 - 08/18/2023

CHARLES SCHWAB & CO., INC. (Philadelphia PA)

CO

09/24/2013 - 09/14/2018

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 08/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Corey Stephen Wertz.
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