Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Elk is a financial advisor registered with Lincoln Investment, a firm headquartered in Fort Washington, Pennsylvania. Cory has been a financial advisor for over 20 years and specializes in providing financial advice to individuals, families, and businesses. Cory is also registered to provide investment advice in Massachusetts, New Mexico, Pennsylvania, and Texas.
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.
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.
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.
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2
PA
06/20/2014 - Present
Lincoln Investment (Fort Washington PA)
PA
10/06/2010 - 10/21/2013
METLIFE SECURITIES INC. (PHILADELPHIA PA)
NY
10/13/2010 - 04/15/2013
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
10/13/2010 - 04/15/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
10/13/2010 - 04/15/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
02/06/2007 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)
NY
11/17/1999 - 02/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
12/12/1996 - 05/06/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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