Corey A Steadman Jr.CRD Number: 6157891
Current Firm: Ubs Financial Services Inc.
Corey A Steadman Jr. (CRD# 6157891) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ubs Financial Services Inc.||Tampa, FL||Feb 2013 - Current||5|
|Unemployed||Tampa, FL||Dec 2012 - Feb 2013||< 1|
|Mitt Romney For President||Chillicothe, OH||Sep 2012 - Nov 2012||< 1|
|2012 Republican National Convention||Tampa, FL||Feb 2012 - Sep 2012||< 1|
|Newt 2012||Tampa, FL||Dec 2011 - Feb 2012||< 1|
|Unemployed||Tampa, FL||Jan 2011 - Nov 2011||< 1|
|Southern Methodist University||Dallas, TX||Aug 2006 - Dec 2010||4|
|Pam Bondi For Attorney General||Tampa, FL||Jun 2010 - Aug 2010||< 1|
|Prudential Securities||Tampa, FL||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV