Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Adam Sheres is a registered representative and investment advisor representative with Morgan Stanley. Corey has been in the financial services industry since 2005. Corey holds Series 3, 7, 55, 63 and 66 licenses and is registered with the Securities and Exchange Commission and several states. Prior to joining Morgan Stanley, Corey was a registered representative with E*TRADE SECURITIES LLC and TRADESTATION SECURITIES, INC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
10/11/2012 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
FL
08/21/2006 - 01/03/2012
TRADESTATION SECURITIES, INC. (PLANTATION FL)
NY
05/03/2006 - 07/25/2006
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
NY
02/26/2003 - 10/20/2003
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
FL
05/29/2002 - 02/28/2003
NETGAIN TRADING, LLC (MIAMI FL)
BOTH
Issued 09/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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