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Cory Joseph Marcelli

National Financial Services LLC

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About Cory Joseph Marcelli

Cory Marcelli is a financial advisor with National Financial Services LLC. Cory has been in the industry since 2016 and is registered with FINRA. Cory holds the Series 7, Series 99, and Series 24 licenses. Cory is a dedicated and experienced advisor who is committed to helping clients achieve their financial goals.

Firm Information

Cory Marcelli is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cory Marcelli’s Registration & Firm History

RI

09/30/2016 - Present

National Financial Services LLC (JOHNSTON RI)

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Licenses & Designations

BC

Issued 03/11/2024

Series 24 - General Securities Principal Examination

BC

Issued 07/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2016

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cory Joseph Marcelli.
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