Unclaimed
Leeann Corey is a registered representative with Stifel, Nicolaus & Company, Inc. based in Memphis, Tennessee. Leeann has been in the securities industry since 2017 and holds the Series 99 and SIE licenses. She is actively registered with FINRA and has experience in the securities industry. Leeann specializes in providing financial planning and investment advice to individuals, businesses, and pooled investment vehicles. She is an experienced professional with a strong track record in the industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
04/28/2017 - 09/27/2023
VINING-SPARKS IBG, LLC (MEMPHIS TN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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