Corey Winters Email & Phone Number
General Manager, Investment Management Platform @ RIA in a Box, a COMPLY company
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Corey Winters Location
- St. Peters, MO, US
Corey Winters Work
- 2022 -now General Manager, Investment Management Platform @
- 2018 -2022 Vice President and Senior Manager of Ria Operations, Edwards Wealth Management @
- 2008 -2018 Rvp, Business Development, Advisor Services @
- 2006 -2008 Senior Relationship Manager @
- 1999 -2006 Financial Advisor @
Corey Winters Education
- Illinois College
B.S. ( Economics and Business Administration )
1995-1999
Corey Winters Skills
- FINRA
- Wealth Management
- Investment Advisory
- Retirement Planning
- Financial Advisory
- Asset Allocation
- Investments
- Series 7
- Mutual Funds
- Investment Strategies
- Strategic Financial Planning
- Series 63
- Securities
- Series 24
- ETFs
- Portfolio Management
- Asset Managment
- Investment Management
- Retirement
- Series 65
- Trading
- Finance
- Financial Services
- Financial Planning
- Equities
- Asset Management
- Management
Corey Winters Summary
- Corey Winters, based in St. Peters, MO, US, is currently a General Manager, Investment Management Platform at Ria in a Box. Corey Winters brings experience from previous roles at Benjamin F. Edwards & Co., Scottrade, Fifth Third Bank and Edward Jones. Corey Winters holds a 1995 - 1999 B.S. in Economics and Business Administration @ Illinois College . With a robust skill set that includes FINRA, Wealth Management, Investment Advisory, Retirement Planning, Financial Advisory and more. Corey Winters has 2 emails on RocketReach.
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