Unclaimed
Cory Talbert is a financial advisor with Raymond James Financial Services Advisors, Inc.. Cory has been in the industry for over 4 years and has a wide range of experience. Cory is registered with the state of Arkansas, and also has a Series 7 and Series 63 license, as well as a SIE designation. Cory is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Cory has a history of working with a variety of clients, including individuals, families, businesses, and retirement plans. Cory is dedicated to providing clients with exceptional service and building lasting relationships.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/12/2022 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
TN
08/13/2018 - 06/24/2022
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
IA
Issued 06/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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