Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corrie? Claim Your ProfileCorrie Evangeliou is a financial advisor who has been in the industry since March 25, 1999. Corrie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Corrie is a registered representative with a Series 7, 63, 24, and SIE licenses. Corrie also holds the Series 65 license. Corrie has previously been employed with several other firms including Citizens Securities, Inc., MML Investors Services, LLC, Fidelity Investments Institutional Services Company, Inc., PFPC Distributors, Inc., CIGNA Financial Services, Inc., and Smith Barney Inc. Corrie has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Corrie offers a variety of financial services, including portfolio management, financial planning, and pension consulting. Corrie is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
09/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
RI
01/08/2016 - 12/08/2016
CITIZENS SECURITIES, INC. (PROVIDENCE RI)
RI
09/15/2014 - 12/31/2014
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
10/02/2003 - 04/30/2014
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
ME
02/20/2001 - 05/07/2003
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
CT
10/10/1996 - 10/07/1999
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
05/01/1995 - 10/04/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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