Unclaimed
Cory Cregger is a financial advisor with National Financial Services LLC located in Westlake, TX. Cory holds Series 7TO, SIE, and Series 66 licenses. Cory is a seasoned professional with over 1 year of experience in the industry. Before joining National Financial Services LLC, Cory was associated with FIDELITY BROKERAGE SERVICES LLC. Cory has a history of working with clients in Westlake.
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.
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2
TX
01/19/2024 - Present
National Financial Services LLC (WESTLAKE TX)
TX
03/14/2022 - 08/16/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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