Corey B. Winten
Professional summary
Corey Bryan Winten, who also goes by Corey Bryan Whiten, is a registered financial advisor currently at WINTEN INVESTMENT PARTNERS, LLC located in Krugerville, Texas.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Corey has worked at 7 firms and has passed the Series 66, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Corey Bryan Winten's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2012 - Present
WINTEN INVESTMENT PARTNERS, LLC
July 19, 2011 - December 23, 2011
YIELD ADVISORY
February 1, 2008 - July 18, 2011
SSN ADVISORY, INC.
January 22, 2008 - July 18, 2011
SECURITIES SERVICE NETWORK, LLC
January 28, 2003 - January 24, 2008
SECURITIES AMERICA ADVISORS, INC.
January 14, 2003 - January 24, 2008
SECURITIES AMERICA, INC.
April 17, 2001 - January 13, 2003
MORGAN STANLEY DW INC.
November 16, 2000 - January 13, 2003
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/10/2012)
(1/1/2012)
Exams
Current Firm
WINTEN INVESTMENT PARTNERS, LLC
CRD#: 159339 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 77 |
| AUM (Assets Under Management) | $ 19,000,000 |
Red Flags
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