Corey Lawson

Financial Services Representative @Spectrum Financial Group

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2024 — Present

Financial Services Representative @Spectrum Financial Group

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Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.• Licensed to sell insurance in Texas, offering comprehensive services to clients at Spectrum Financial Group.• I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

EDUCATION

2007 — 2013

University of North Texas

Bachelor of Business Administration (B.B.A.), Business

SKILLS

Loan OriginationReal EstateMortgage LendingFha FinancingCustomer ServiceInvestmentsHealth and Life InsuranceVa LoansTerm Life InsuranceLife InsuranceRefinanceFinanceBankingRisk ManagementFixed AnnuitiesResidential MortgagesSalesFirst Time Home BuyersCreditUsdaHealth InsuranceForeclosuresMortgage BankingUnderwritingCredit AnalysisLoansCommercial LendingU.s. Federal Housing Authority (Fha)Investment PropertiesFha

ABOUT COREY LAWSON

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.I enjoy golfing and spending time with my family in my free time.

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