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Jeff Corey
Gestor de Cartera-Acciones en Claro Advisors LLC .
Perfil
Mr. Jeffrey K.
Corey is a Senior Vice President at Claro Advisors LLC.
He provides holistic wealth management services including investment management, retirement planning, stock option planning, insurance and long term care planning, estate planning, philanthropic planning, education planning, etc.
He works with corporate executives, college professors, retirees, self-employed individuals and young professionals.
He works with a team of industry specialists (estate attorneys, CPAs, social security experts etc.)
Prior to joining Claro, Mr. Corey spent three years as a Financial Advisor at Stifel Nicolaus in Boston, as well as three years at UBS Financial Services in Boston.
He received a BS in Marketing from the University of Massachusetts Amherst.
Cargos activos de Jeff Corey
Empresas | Cargo | Inicio |
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Claro Advisors LLC
![]() Claro Advisors LLC Investment ManagersFinance Claro Advisors LLC (Claro) is an independent SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Ryan Belanger in 2012. Claro offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. | Gestor de Cartera-Acciones | 01/03/2018 |
Formación de Jeff Corey.
University of Massachusetts | Undergraduate Degree |
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Empresas privadas | 1 |
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Claro Advisors LLC
![]() Claro Advisors LLC Investment ManagersFinance Claro Advisors LLC (Claro) is an independent SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Ryan Belanger in 2012. Claro offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. | Finance |
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