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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Ira Stein is a financial advisor who has been working in the industry since 1993. Corey Stein is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Corey Stein worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. Corey Stein holds a Series 7, Series 31, Series 63 and Series 65 license. Corey Stein is a licensed investment advisor in Texas and New York. Corey Stein's firm, Morgan Stanley, provides advisory services to individuals, businesses, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, high-net-worth individuals, and other investment advisors. Morgan Stanley has approximately $10 billion - $50 billion in assets under management. Corey Stein offers a range of financial services to his clients, including financial planning, asset allocation advice, and portfolio management.
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
NY
03/12/2024 - Present
Morgan Stanley (Jericho NY)
NY
07/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
11/25/1996 - 07/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
11/26/1993 - 11/20/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1993
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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