Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Korey? Claim Your ProfileKorey Michael Knepper is a financial professional who has been in the industry since March 19, 2020. Korey is currently registered with Cetera Investment Advisers LLC in Saint Louis, Missouri and has been with them since March 21, 2024. Korey has been registered with the state of Missouri since January 3, 2022 and the state of Illinois since February 28, 2022. Korey has passed the Series 66, Series 7TO and SIE examinations. Korey has also been previously employed by Lincoln Investment and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (SAINT LOUIS MO)
PA
03/08/2021 - 12/03/2021
LINCOLN INVESTMENT (FORT WASHINGTON PA)
MO
02/14/2020 - 03/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 8/7/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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