Unclaimed
Cory Pinkston is a financial advisor with over 27 years of experience. He has a Series 63 and Series 65 licenses, and has been actively registered as a broker-dealer and investment advisor representative in 38 states. Cory is currently employed by Wells Fargo Advisors Financial Network, LLC and is a member of the firm's Saxe Pinkston Financial Group LLC. Cory offers financial planning, investment management, and pension consulting services to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IN
01/19/2023 - Present
Wells Fargo Advisors Financial Network, LLC (EVANSVILLE IN)
IN
07/01/2003 - 01/19/2023
WELLS FARGO CLEARING SERVICES, LLC (EVANSVILLE IN)
NY
08/29/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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