Corio & Associates, Llc
Common financial decisions produce common financial outcomes. Common financial outcomes produce common lives. We teach our clients to challenge traditional financial thinking so they can strive to live extraordinary lives. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 150 SOUTH WARNER ROAD, SUITE 120, KING OF PRUSSIA PA, 19406, 610-2938300. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CORIO & ASSOCIATES, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0J08406. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2024-167967 Exp 1/26
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KS
Kristin Schappell
Director of Insurance Services · General Business & Management
EmailPhone - AC
Anthony Corio
President · General Business & Management
EmailPhone - JD
Joy Doughty
Director of Client Services · Customer/Client Service
EmailPhone - DK
Daniel Koven
Financial Advisor · Finance & Accounting
EmailPhone - RF
Robert Filipone
Financial Representative · Sales & Business Development
EmailPhone
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Top roles at Corio & Associates, Llc
6 distinct titles indexed · top 6 shown.
- 1director of client services
- 1director of insurance services
- 1financial advisor
- 1financial representative
- 1marketing specialist
- 1president
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