Unclaimed
Corey Vernal Carney is a financial advisor in Brentwood, TN. Corey has been working in the financial services industry since 1999. Corey is a registered representative with Principal Securities, Inc. and holds Series 63 and Series 66 licenses. Corey's expertise lies in helping clients with financial planning, pension consulting, and portfolio management for individuals. Corey is also a trustee board member for the Olive Branch Missionary Baptist Church.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TN
07/24/2023 - Present
Principal Securities, Inc. (BRENTWOOD TN)
TN
08/29/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRENTWOOD TN)
NJ
09/18/2003 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IN
09/28/2000 - 08/18/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/28/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MO
09/10/1999 - 09/23/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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