Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cory is a financial professional with over 38 years of experience in the industry. Charles is a registered Investment Advisor Representative with Cetera Investment Advisers LLC, and a registered representative of Cetera Advisor Networks LLC. He has held previous positions with VOYA FINANCIAL ADVISORS, INC. and MONY SECURITIES CORPORATION. Charles's primary office is located in Blissfield, Michigan. Charles is a Chartered Financial Consultant and is licensed to conduct business in Colorado, Florida, Michigan, New Jersey, New Mexico, and Ohio. Charles is also a notary public and a co-owner of Blissfield Financial Services. He is a licensed insurance agent and sells fixed insurance products. Charles's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (BLISSFIELD MI)
MI
04/01/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BLISSFIELD MI)
NY
04/12/1984 - 02/24/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 8/7/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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