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Jeffrey K Corey

Claro Advisors, LLC

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About Jeffrey K Corey

Jeffrey Corey is an investment advisor representative with Claro Advisors, LLC, a firm based in Boston, Massachusetts. Jeffrey Corey has been in the industry since 2010. Jeffrey Corey is registered with the state of Massachusetts. Jeffrey Corey has passed the Series 7, SIE, and Series 66 exams. Jeffrey Corey's previous employment includes Mutual Securities, Inc., Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. In addition to his work as an investment advisor representative, Jeffrey Corey is also an independent insurance agent.

Firm Information

Jeffrey Corey is currently registered with Claro Advisors, LLC. Claro Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $1 billion in regulatory assets under management. The firm provides investment advisory services to a range of clients, including individuals, corporations, charities, and pooled investment vehicles. Claro Advisors specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. They have a team of 17 investment advisor representatives and 8 licensed agents.
Claro Advisors, LLC

100 HIGH STREET

BOSTON, MA 02110

$1.02B

Assets Under Management

11

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Corey’s Registration & Firm History

MA

04/04/2018 - Present

Claro Advisors, LLC (BOSTON MA)

MA

03/02/2018 - 12/31/2019

MUTUAL SECURITIES, INC. (BOSTON MA)

MA

11/26/2014 - 03/06/2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)

MA

12/01/2011 - 12/04/2014

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

11/01/2011 - 11/23/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

12/03/2010 - 09/09/2011

MORGAN STANLEY SMITH BARNEY (BOSTON MA)

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Licenses & Designations

BOTH

Issued 01/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey K Corey.
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