Unclaimed
Reese Corley is a registered representative with Equitable Advisors, LLC and has been in the financial services industry for over 18 years. Reese holds Series 6, 7, 24, 52, 63, and 66 licenses. Reese's experience includes working at M&T Securities, Inc., Foreside Fund Services, LLC, and First Investors Corporation. Reese is also a member of the U.S. Army Reserves and has served as an NCO/Squad Leader/SGT since 2011.
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.
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.
1
2
MD
07/15/2020 - Present
Equitable Advisors, LLC (COLUMBIA MD)
MD
11/01/2019 - 11/25/2019
M&T SECURITIES, INC. (ELLICOTT CITY MD)
MD
09/18/2012 - 12/19/2018
FORESIDE FUND SERVICES, LLC (BETHESDA MD)
CT
03/15/2001 - 09/10/2010
FIRST INVESTORS CORPORATION (NORTH HAVEN CT)
BOTH
Issued 06/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/09/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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