Jeff Corey

Senior Vice President at Claro Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Southborough, Massachusetts, United States, US

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Bio

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Credentials

  • Series 66
    FINRA
    Jan, 2011
    - Nov, 2024
  • Series 7
    FINRA
    Dec, 2010
    - Nov, 2024

Experience

  • Claro Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President
      • Oct 2019 - Present

    • Vice President
      • Mar 2018 - Oct 2019

  • Stifel Financial Corp.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Vice President/Investments - Stifel
      • Nov 2014 - Mar 2018

      If you have a question about any of the following, we may be able to help: Retirement Income Planning Asset Allocation 401(k)s/IRAs/Roth IRAs SEP IRAs/Simple IRAs/Defined Benefit Plans Estate Planning Strategies Corporate Stock Options Liability Management College Planning Investment Strategies: Growth/Protection/Yield Hedge Funds Private Equity Alternative Investments Managed Money Mutual Funds & ETFs Fixed Income: Corporate Bonds/Municipal Bonds/CDs/CMOs/Government & Agency Preferred Stocks Options: Calls/Puts/Straddles/other strategies Annuities Life & Long-Term Care Insurance Small Business Owners Needs Show less

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2011 - Nov 2014

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2011 - Nov 2011

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2010 - Aug 2011

  • Fastenal
    • United States
    • Wholesale
    • 700 & Above Employee
    • General Sales Manager
      • Jun 2007 - Sep 2010

Education

  • University of Massachusetts Amherst
    Bachelor of Business Administration - Isenberg School of Management, Marketing
    2005 - 2007
  • University of Mary Washington
    2003 - 2005

Community

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