Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Diamond is a financial advisor with Fidelity Personal AND Workplace Advisors. Cory has been in the industry since 2018 and has experience working with individuals, high net worth individuals, corporations, and pension and profit-sharing plans. Cory provides financial planning services, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Cory is registered in Alabama, California, Colorado, Florida, Georgia, Louisiana, New Jersey, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, and Washington.
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
04/21/2022 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
NY
04/07/2018 - 01/07/2019
AEGIS CAPITAL CORP. (NEW YORK NY)
BOTH
Issued 09/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2018
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
N
New York Stock Exchange
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