Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory James Devaney is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Cory is licensed in Massachusetts, Texas, and Utah and has been in the industry since July 2014. Cory provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Cory has a strong understanding of financial markets and investment strategies and is committed to helping clients reach their financial goals. Cory's expertise includes managing individual and business portfolios, retirement planning, college savings, and estate planning. Cory is dedicated to providing personalized service and building long-term relationships with clients. Cory's clients appreciate his expertise and dedication to helping them achieve their financial goals. Cory is a valuable asset to Fidelity Personal And Workplace Advisors. Cory's firm provides a wide range of financial services, including investment management, financial planning, and retirement planning. The firm has a strong reputation in the industry and is committed to providing clients with high-quality services. Cory is part of a team of experienced professionals who are dedicated to helping clients reach their financial goals.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 03/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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