Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cori? Claim Your ProfileCori Ann Verdino is a Registered Representative with UBS Financial Services Inc. Cori has been in the financial services industry since January 23, 2020 and has a Series 7TO, Series 66, and SIE license. Cori is registered in both New Jersey and New York and is active in both states. Cori has experience in other business activities as well, including selling cosmetics for Mary Kay. Cori is a Sr. Independent Beauty Consultant for Mary Kay Cosmetics, a role she has held since September of 2009. She has worked for SBC Benefit Consultants and the Rutherford Downtown Partnership previously. UBS Financial Services Inc. offers a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals. The firm has over $50 billion in assets under management and has a strong track record of providing investment advice.
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.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
BOTH
Issued 03/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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