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John “Pat” Corey graduated from the University of North Carolina, Chapel Hill with a Bachelor of Arts degree in economics in 1980. Prior to joining Evergreen Consulting, Inc. in 2012, Pat began his career in the financial arena with Merrill Lynch in 1982 and has worked with a number of Investment Firms from 1994 through 2012. He currently holds his Series 7, 9, 10, 53 and 63 licenses. Pat specializes in individual wealth transfer, investments and retirement planning.
Registered Representative Offering Securities and Investment Advisory Services Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC.
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