Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Miner is a financial advisor with over 20 years of experience in the industry. Cory has worked with a variety of firms including Edward Jones, Wells Fargo Investments, LLC, and Wells Fargo Clearing Services, LLC. Currently, Cory is a Registered Representative and Investment Advisor Representative for Raymond James Financial Services Advisors, Inc. and has been with the firm since 2020. Cory holds both Series 63 and Series 65 licenses as well as Series 7, Series 9, and Series 10. Cory works with a wide range of clients including high-net-worth individuals, corporations, and retirement plans. Cory's specialties include financial planning, portfolio management, and pension consulting. Cory also provides hourly and fixed-rate consultations. Cory is located in Fargo, ND and is a Program Manager for Bremer Investments and Bremer Bank.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
05/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Fargo ND)
MN
01/03/2011 - 07/22/2020
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
MN
05/17/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT CLOUD MN)
MO
01/01/1999 - 05/14/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 1/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/9/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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