Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Neumann is a registered representative with MML Investors Services, LLC based in Springfield, MA. Cory is a licensed securities professional with over 10 years of experience in the financial services industry. Cory has a wide range of expertise including securities, investment company products and variable contracts. Cory has experience working with various clients including high-net-worth individuals, corporations, insurance companies, and pension plans. Cory can provide comprehensive financial planning services, as well as asset allocation, and investment management services. Cory's experience and expertise can help 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
06/02/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
PA
06/15/2013 - 05/01/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CENTER VALLEY PA)
BC
Issued 09/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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