Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Evans is a financial advisor registered with Fidelity Personal and Workplace Advisors. Cory has been working in the financial industry since April 20, 2015. Cory has passed the Series 65, Series 63, Series 7 and SIE exams. Cory is currently registered as an Investment Advisor Representative in California and Texas. In addition to their current employment with Fidelity Personal and Workplace Advisors, Cory has previously worked with Newfocus Financial Group, LLC and Kelly Services. Cory is licensed in Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, Texas, Utah, Virginia, and Washington.
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
05/13/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BC
Issued 08/26/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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