Unclaimed
Corey Blaine Townsend is a financial advisor with MML Investors Services, LLC, a firm with a long history of serving individual investors, families, and businesses. Corey has been in the financial services industry since May 2016 and has a proven track record of providing clients with personalized investment advice. Corey is registered to provide securities advice in Alabama, Alaska, Florida, and Texas. Corey holds the Series 63, Series 7, and SIE licenses. Corey is a dedicated advisor who takes the time to understand each client's financial goals and objectives. Corey is committed to helping clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AL
03/25/2017 - Present
MML Investors Services, LLC (NORTHPORT AL)
AL
05/06/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NORTHPORT AL)
BC
Issued 06/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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