Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Alan Corey is an investment advisor representative with Osaic Wealth, Inc. based in Cincinnati, Ohio. Corey has been in the financial services industry since February 1995. Prior to joining Osaic Wealth, Inc., Corey was with Securities America, Inc. and Brecek & Young Advisors, Inc. Corey is a Series 6 and Series 63 licensed representative. Corey also holds the SIE designation. Osaic Wealth, Inc. offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (LEWIS CENTER OH)
OH
03/12/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (LEWIS CENTER OH)
OH
09/13/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
04/05/2000 - 09/08/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
OH
07/01/1996 - 03/20/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
01/25/1995 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 01/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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