Unclaimed
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.
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.
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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RI
09/30/2016 - Present
National Financial Services LLC (JOHNSTON RI)
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
Active
Inactive
F
FINRA
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