Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Watson? Claim Your ProfileWatson Cory Bailly is a registered representative and investment advisor representative with Cetera Investment Advisers LLC in New York. Watson has been in the securities industry since 2012 and has a Series 6, Series 63, and Series 65 license. Cetera Investment Advisers LLC is a registered investment advisor with the SEC and has approximately $104 billion in assets under management. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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NY
03/31/2021 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
07/26/2012 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
IA
Issued 7/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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