Unclaimed
Corey J. Cyr is a financial advisor with Alphastar Capital Management, located in Port Charlotte, FL. Corey has been a registered investment advisor representative since 2017 and has experience in both investment advisory and brokerage services. Corey holds the Series 6, Series 65, and SIE licenses. Corey specializes in alternative products, financial planning, and pension consulting. Corey is also registered with the state of Florida.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
1
2
FL
06/06/2023 - Present
Alphastar Capital Management (Port Charlotte FL)
FL
08/16/2017 - 07/18/2019
MWA FINANCIAL SERVICES INC. (Port Charlotte FL)
IA
Issued 12/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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