Corey CoheeCRD Number: 4557817
Current Firm: Advice And Planning Services
Corey Cohee (CRD# 4557817) is an Investment Advisor Representative working at Advice And Planning Services in Newark, DE and has over 15 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Tiaa||Newark, DE||May 2015 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Newark, DE||May 2015 - Current||2|
|E*trade Securities LLC||King Of Prussia, PA||Oct 2014 - May 2015||< 1|
|E*trade Capital Management LLC||King Of Prussia, PA||Oct 2014 - May 2015||< 1|
|Fidelity Brokerage Services LLC||Philadelphia, PA||Aug 2012 - Oct 2014||2|
|The Vanguard Group, Inc.||Malvern, PA||Feb 2004 - Aug 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV