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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 S. Stein is an investment advisor representative at Captrust. Corey S. Stein has been in the financial services industry for over 11 years. Corey S. Stein holds a Series 63, Series 65, and Series 6 licenses and has passed the SIE exam. Corey S. Stein has been registered with the state of Massachusetts since 2023. Corey S. Stein was previously registered with MSI Financial Services, Inc., and New England Securities. Corey S. Stein is specialized in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Corey S. Stein offers a variety of financial planning and advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
04/19/2023 - Present
Captrust (Newton MA)
MA
01/02/2015 - 07/18/2016
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
01/10/2012 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
IA
Issued 07/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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