Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Klumb is a financial professional registered with PFS Investments Inc. located in Colorado Springs, CO. Cory Klumb has a professional background in the financial industry since 2015. Cory Klumb holds multiple licenses including Series 6, 26 and 63 and is registered in multiple states. Cory Klumb provides portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
04/01/2015 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
BC
Issued 04/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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