Unclaimed
David Jeremy Corey is a financial advisor with over 20 years of experience in the industry. David is currently registered with Blackstone Securities Partners LP, and previously worked with CREDIT SUISSE SECURITIES (USA) LLC. David has a broad range of licenses and registrations, including Series 7, 63, 79 and SIE. David has been registered in multiple states, including California, New York, and Alabama. David's background and experience may be able to help you with your financial planning needs.
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.
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.
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CA
10/24/2013 - Present
Blackstone Securities Partners LP (SAN FRANCISCO CA)
CA
11/14/2001 - 08/27/2013
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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