Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Semel is a registered investment advisor representative currently affiliated with Portfolio Medics, LLC. Cory has been in the financial services industry for over 12 years. Cory holds Series 6, 3, 63, 65 and SIE licenses and is registered to provide investment advisory services in Nevada. Cory specializes in investment advice, portfolio management, financial planning, and pension consulting. Cory previously worked with LIBERTY PARTNERS FINANCIAL SERVICES, LLC, COUNTRY CAPITAL MANAGEMENT COMPANY, WORLD CAPITAL BROKERAGE, INC., FINANCIAL ADVISERS OF AMERICA, LLC, and PRUCO SECURITIES, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NV
01/25/2023 - Present
Portfolio Medics, LLC (Reno NV)
NV
07/21/2015 - 07/13/2018
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (Reno NV)
NV
05/21/2013 - 07/29/2013
COUNTRY CAPITAL MANAGEMENT COMPANY (RENO NV)
NC
04/19/2011 - 05/25/2011
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NV
10/07/2009 - 12/08/2009
WORLD CAPITAL BROKERAGE, INC. (LAS VEGAS NV)
NV
03/27/2009 - 08/17/2009
FINANCIAL ADVISERS OF AMERICA, LLC (LAS VEGAS NV)
NV
03/12/2008 - 01/14/2009
PRUCO SECURITIES, LLC. (LAS VEGAS NV)
BC
Issued 06/11/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2012
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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