Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey T. Moody is an investment advisor representative with Fidelity Personal and Workplace Advisors. Corey has been in the securities industry since 2008 and has been registered in 52 states for both Broker-Dealer and Investment Advisor activities. Corey has several professional designations and has worked for several other firms such as Cetera Investment Services LLC and Wells Fargo Advisors LLC. Corey primarily focuses on providing financial planning services, educational seminars, and portfolio management for individuals and businesses.
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.
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.
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.
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2
GA
02/10/2023 - Present
Fidelity Personal AND Workplace Advisors (MARIETTA GA)
GA
05/23/2017 - 10/12/2022
CETERA INVESTMENT SERVICES LLC (SMYRNA GA)
GA
07/06/2015 - 04/06/2017
TD AMERITRADE, INC. (ATLANTA GA)
GA
06/17/2008 - 04/07/2015
WELLS FARGO ADVISORS, LLC (NORCROSS GA)
BOTH
Issued 05/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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