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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 advisor with Cetera Investment Advisers LLC. Charles has been in the industry since 1984, and has experience providing financial planning, portfolio management, and educational seminars. Charles is also a Certified Financial Consultant and has held licenses in various states. Charles has experience working with high-net-worth individuals, pension and profit sharing plans, corporations and other businesses, individuals other than high-net-worth, and charitable organizations. Charles was previously affiliated with VOYA FINANCIAL ADVISORS, INC. and MONY SECURITIES CORPORATION.
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 08/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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