Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Esposito is a financial advisor at LPL Financial LLC in Fort Mill, SC. Cory has been working in the financial services industry since September 23, 2018 and is registered to provide investment advice in 53 states. Previously, Cory worked at UBS Financial Services Inc. in Charlotte, NC. Cory specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/28/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/24/2018 - 11/17/2020
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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