Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Yumond Boone is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Midland, Texas. Corey has been in the industry since August 5, 2019 and holds Series 7, 63, and 66 licenses. Corey has previously worked with AXA Advisors, LLC and Purshe Kaplan Sterling Investments. Corey Yumond Boone specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Corey is also a licensed insurance agent in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
05/13/2024 - Present
Raymond James Financial Services Advisors, Inc. (Midland TX)
TX
01/14/2020 - 09/06/2023
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
TX
03/16/2019 - 01/14/2020
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 06/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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