Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Korey? Claim Your ProfileKorey White is an investment advisor representative with Core Advisory Group. Korey has been in the securities industry since February 9, 2017. Korey has a Series 66 license as well as Series 7 and SIE licenses. Korey is registered with FINRA and the state of Mississippi. Korey specializes in financial planning, pension consulting, and portfolio management for individuals. Korey is affiliated with LPL Financial LLC, which is separate from and independent of Core Advisory Group.
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.
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
MS
02/08/2023 - Present
Core Advisory Group (Brookhaven MS)
MS
02/09/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (BROOKHAVEN MS)
BOTH
Issued 06/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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