Unclaimed
Corey Hawkins is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Corey has been in the securities industry since 2017. Corey is licensed in Alabama, Arkansas, Colorado, Delaware, Florida, Georgia, Indiana, Kentucky, Minnesota, Mississippi, Montana, North Carolina, Tennessee, Texas. Corey has passed the Series 6, Series 7, Series 66 and SIE exams. Corey specializes in providing financial planning, pension consulting, investment consulting services to institutional clients, portfolio management for businesses and individuals, and selection of other 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
11/29/2022 - Present
Wells Fargo Clearing Services, LLC (FORT OGLETHORPE GA)
BOTH
Issued 10/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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