COREY STEPHEN WERTZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2024-05-02 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-10-11 | 2024-04-19 | — |
| CHARLES SCHWAB & CO., INC. | 2019-01-31 | 2023-08-18 | — |
| CHARLES SCHWAB & CO., INC. | 2015-08-08 | 2018-09-14 | — |