Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corie? Claim Your ProfileCorie Connealy is a financial advisor with over 20 years of experience in the industry. Corie has a strong background in providing financial guidance and investment management services, holding various licenses and registrations, including Series 63, 24, 4, and 7. Corie is currently affiliated with Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc. Corie has been a registered representative with TD Ameritrade Clearing, Inc. since 2006. Previously, Corie worked at TD AMERITRADE, INC. and Ameritrade, Inc. Corie provides financial planning, portfolio management, and selection of other advisors for individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
01/25/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
11/05/2013 - 02/13/2014
TD AMERITRADE, INC. (OMAHA NE)
NE
04/07/2006 - 11/05/2013
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
02/09/2011 - 09/17/2013
TD AMERITRADE, INC. (OMAHA NE)
NE
08/01/2003 - 03/23/2006
AMERITRADE, INC. (OMAHA NE)
NE
10/21/1999 - 04/12/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 08/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/14/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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