Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kori? Claim Your ProfileKori Melo is a financial professional with over 15 years of experience in the financial services industry. Kori is currently registered with Mutual of America Securities LLC and holds a Series 6, Series 63 and SIE license. Kori has a strong understanding of investment products and services and is dedicated to providing clients with personalized financial advice. Kori has experience working with clients in California, Maine, Massachusetts, Nevada, New Hampshire, Rhode Island and Vermont.
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.
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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RI
09/24/2020 - Present
Mutual OF America Securities LLC (Providence RI)
CA
10/22/2007 - 10/15/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WALNUT CREEK CA)
BC
Issued 03/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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