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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Melchior is a financial advisor registered with Morgan Stanley. Cory is licensed to offer advisory services in Pennsylvania and Texas. Cory has been in the financial services industry since July 18, 2021. Before joining Morgan Stanley, Cory was previously registered with Cetera Advisor Networks LLC. Cory provides investment advisory services to individuals, businesses, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Cory is a graduate of Penn State - Berks. Cory is licensed to offer the following securities: Series 7, Series 63, Series 65, and Series 99.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
08/08/2022 - Present
Morgan Stanley (Carlisle PA)
PA
07/19/2021 - 08/09/2022
CETERA ADVISOR NETWORKS LLC (SANATOGA PA)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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