Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Allen is a Registered Representative and Investment Advisor Representative with Mariner Wealth, with over 15 years of experience in the financial services industry. Cory is registered in New Jersey and New York. Prior to joining Mariner Wealth, Cory worked for LPL Financial LLC, Hartford Life Distributors, LLC, CCO Investment Services Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cory holds the Series 6, 7, 66 and SIE licenses. Cory is also a Certified Financial Planner. Cory specializes in providing financial planning, portfolio management and other advisory services for individuals, families, businesses, charitable organizations, and pooled investment vehicles.
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.
Family office services
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
NJ
09/01/2015 - Present
Mariner Wealth (MANASQUAN NJ)
ME
04/13/2012 - 07/13/2015
LPL FINANCIAL LLC (AUBURN ME)
PA
08/18/2011 - 04/24/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
PA
05/21/2009 - 08/22/2011
CCO INVESTMENT SERVICES CORP. (READING PA)
NY
05/17/2007 - 05/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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