Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Corey is a financial advisor with over 10 years of experience in the industry. Daniel is currently registered with Bankers Life Advisory Services, Inc. and has previously held positions with PROEQUITIES, INC. and Bankers Life & Casualty. Daniel is licensed to offer securities and investment advisory services in multiple states, including Oregon, Arizona, Arkansas, California, Idaho, Kentucky, Michigan, Mississippi, Texas, and Washington. Daniel holds a Series 6, 7, 24, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) examination. Daniel's expertise includes providing financial planning, investment advisory services, and educational seminars to individual clients as well as businesses and pension plans. Daniel also holds an insurance license in Oregon.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
02/26/2019 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
OR
09/17/2014 - 05/26/2016
PROEQUITIES, INC. (PORTLAND OR)
BOTH
Issued 01/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Corey is the right advisor for you? Invested Better is here to help.
