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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 Niver is a financial advisor currently working for Fidelity Personal and Workplace Advisors. Cory is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of experience in the financial services industry. Before joining Fidelity Personal and Workplace Advisors, Cory was affiliated with USAA Financial Advisors, Inc., Chase Investment Services Corp., and Edward Jones. Cory has obtained the Series 7 and Series 66 securities licenses, along with the Series 63 license. Cory also holds a SIE certification. Cory's current registrations include 37 states for Broker Check and 2 states for Investment Advisor Check. Cory has also been registered in several additional states in the past.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AZ
09/09/2010 - 11/04/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
02/08/2008 - 08/25/2010
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
AZ
04/19/2005 - 01/07/2008
EDWARD JONES (PEORIA AZ)
BOTH
Issued 2/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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