Corey F. Ward
VOYA FINANCIAL ADVISORS
TAMPA, FL 33609
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CRD#: 5588393
Professional summary
Corey Francis Ward, CFP®, who also goes by Corey Ward, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Tampa, Florida.
Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Corey has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Corey Ward
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME OF THE OTHER BUSINESS:Shipt
INVESTMENT- RELATED:No
ADDRESS OF THE OTHER BUSINESS:Birmingham, AL
YOUR POSITION OR TITLE:Runner/Shopper
NATURE OF THE OTHER BUSINESS:Private
START DATE:4/1/2018
APPROXIMATE NUMBER OF HOURS/MONTH:10
APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0
BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Delivering groceries
COMPENSATION :Yes
CRS (Client Relationship Summary) - RIA
Click below to view Corey Francis Ward's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Corey Francis Ward's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
August 19, 2025 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 5310 Cypress Center Dr Suite 125, Tampa, FL 33609RIA
BD
CRD#: 2882
TAMPA, FL
Current
August 18, 2025 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 5310 Cypress Center Dr Suite 125, Tampa, FL 33609RIA
BD
CRD#: 2882
TAMPA, FL
Past
March 25, 2024 - August 13, 2025
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
Spring Hill, FL
Past
February 4, 2021 - October 3, 2024
JENKINS WEALTH
RIA
CRD#: 153241
Spring Hill, FL
Past
May 3, 2018 - December 22, 2020
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Tampa, FL
Past
May 2, 2018 - December 22, 2020
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
Tampa, FL
Past
January 5, 2016 - January 31, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
TAMPA, FL
Past
December 21, 2015 - January 31, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
TAMPA, FL
Past
January 3, 2011 - November 19, 2015
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ELMSFORD, NY
Past
September 12, 2008 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
ELMSFORD, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/18/2025)
IAR
Florida(8/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/1/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 2/1/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VOYA FINANCIAL ADVISORS, INC.
CRD#: 2882Tampa, FL 33609TRUST BUT VERIFY
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