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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory David Wade is a financial advisor who has been in the industry since September 17, 2013. Cory currently works for Fidelity Personal And Workplace Advisors. Cory specializes in providing financial advice to a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cory has been registered in 51 states and two other jurisdictions, including Georgia, Texas, and the District of Columbia. Cory also holds various securities licenses, including the Series 66, Series 63, Series 10, Series 9, and Series 7. Cory has extensive experience in providing financial planning, portfolio management, and educational seminars. Cory is also a licensed real estate professional in Georgia, managing rental properties.
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.
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
FL
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
GA
04/16/2015 - 04/21/2020
TD AMERITRADE, INC. (ALPHARETTA GA)
IN
09/16/2013 - 04/17/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 11/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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