Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avery? Claim Your ProfileAvery Coleman is a Registered Investment Advisor Representative at Cornerstone Advisors Asset Management, LLC located in Bethlehem, Pennsylvania. Avery has been in the financial services industry since 2016. Cornerstone Advisors Asset Management, LLC is an independent investment advisor and is registered with the Securities and Exchange Commission. The firm provides portfolio management services to individuals, businesses, pension and profit sharing plans, state or municipal government entities, and charitable organizations. The firm's investment philosophy is based on a long-term, value-oriented approach.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
12/16/2021 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
02/13/2016 - 02/06/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)
BOTH
Issued 12/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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