Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Christopher Sloan is a registered representative with Arvest Wealth Management. Cory has been in the securities industry since April 2014. Cory is licensed to sell securities in Arkansas, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Kentucky, Missouri, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, and Virginia. Cory also holds the Series 66, Series 7 and SIE licenses. Cory is also registered as an investment adviser representative. Cory is a financial advisor that has expertise in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Cory is licensed to provide financial advice and sell securities in 27 states and the District of Columbia.
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.
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.
1
2
OK
02/19/2019 - Present
Arvest Wealth Management (TULSA OK)
OK
01/08/2013 - 06/07/2013
MML INVESTORS SERVICES, LLC (TULSA OK)
NY
11/05/2012 - 11/16/2012
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cory Sloan is the right advisor for you? Invested Better is here to help.
