Unclaimed
Cory Budnick is a financial professional with over 14 years of experience in the financial services industry. Cory is registered with State Farm VP Management Corp. and has held previous positions with PNC Investments, Chase Investment Services Corp., and NatCity Investments, Inc.. Cory is licensed to sell securities in Illinois and Michigan. Cory holds Series 6, Series 63, and SIE licenses.
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.
1
2
MI
03/02/2012 - Present
State Farm VP Management Corp. (Traverse City MI)
MI
01/01/2010 - 02/01/2012
PNC INVESTMENTS (CHEBOYGAN MI)
MI
10/31/2008 - 03/25/2009
CHASE INVESTMENT SERVICES CORP. (PETOSKEY MI)
MI
07/23/2007 - 09/19/2008
NATCITY INVESTMENTS, INC. (CHEBOYGAN MI)
BC
Issued 06/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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