Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Clair is an active investment advisor registered in Florida, New York and Texas. Clair has been in the securities industry since October 2009. Currently, Cory Clair is registered with MML Investors Services, LLC and has been with the firm since February 2013. Clair is a Series 6, Series 63, Series 65 and SIE licensed individual. Cory Clair holds insurance licenses and is a licensed agent for C Wealth Solutions, where Clair has been working since December 2018. Clair offers asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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
06/20/2019 - Present
MML Investors Services, LLC (Coral Gables FL)
FL
07/20/2009 - 11/09/2012
SIGNATOR INVESTORS, INC. (MIAMI FL)
IA
Issued 03/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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