Unclaimed
Cory Weiser is a financial advisor with MML Investors Services, LLC. Cory has been in the financial services industry since 2002 and has a Series 7, 63 and 65 licenses. Cory holds a General Securities Principal (Series 24) license and is registered to provide investment advice in multiple states. Cory's previous experience includes roles with MSI Financial Services, Inc., AllianceBernstein Investments, Inc., 1717 Capital Management Company, and Edward Jones. In addition to his work as a financial advisor, Cory also contributes to various writing projects and buys and sells baseball cards.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/06/2023 - Present
MML Investors Services, LLC (ORLANDO FL)
FL
04/15/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
NY
12/17/2003 - 10/21/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
DE
04/01/2003 - 12/09/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MO
07/24/2002 - 04/01/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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