Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cora? Claim Your ProfileCora Jorene Peavie is a financial advisor at LPL Financial LLC. Cora has been a financial advisor for over 25 years. Cora started their career in 1995 at Deposit Guaranty Investments, Inc. Cora has worked at several financial institutions, including UVEST FINANCIAL SERVICES GROUP, INC. and AMSOUTH INVESTMENT SERVICES, INC. before joining LPL Financial LLC in 2011. Cora has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
07/05/2011 - Present
LPL Financial LLC (JACKSON MS)
MS
07/26/2006 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MS
03/15/2000 - 06/30/2006
AMSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
WI
08/12/1998 - 01/11/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/24/1995 - 07/29/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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