Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cortez? Claim Your ProfileCortez Bogard is a financial advisor with Invesco Distributors, Inc.. Cortez has been in the industry since 2018 and has held licenses with multiple firms. Cortez is licensed to sell securities in all 50 states. Cortez is a Series 7, Series 6, Series 63, and SIE licensed representative. Cortez is registered with the Financial Industry Regulatory Authority (FINRA).
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.
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.
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2
GA
09/21/2022 - Present
Invesco Distributors, Inc. (ATLANTA GA)
NC
04/13/2021 - 09/13/2022
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
TN
11/20/2018 - 01/07/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
OH
12/04/2017 - 02/22/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
07/20/2016 - 03/01/2017
NYLIFE SECURITIES LLC (DUBLIN OH)
OH
09/02/2014 - 09/25/2014
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BC
Issued 04/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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