Corey Goltz, financial advisor Palm Beach Gardens FL
89 score

Corey Goltz

CRD Number: 6160189
Current Firm: Securian Financial Services, Inc.

Corey Goltz (CRD# 6160189) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Evershore Financial Group Palm Beach Gardens, FL Mar 2016 - Current < 1
Securian Financial Services Inc. St. Paul, MN Mar 2016 - Current < 1
Minnesota Life St. Paul, MN Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter, FL Jan 2013 - Mar 2016 3
Bank Of America, N.a. Jupiter, FL Jan 2013 - Mar 2016 3
Aflac Lake Worth, FL Nov 2012 - Jan 2013 < 1
La Fitness Palm Beach Gardens, FL Apr 2012 - Oct 2012 < 1
24 Hour Fitness Greenacres, FL Nov 2004 - Apr 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Corey Goltz
Phone Number: 651-665-5609
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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