Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Marlow is a financial advisor with over 15 years of experience in the financial services industry. Cory is registered with LPL Financial LLC and is licensed in Indiana and Texas. Cory has previously worked with several other firms including Raymond James Financial Services, Inc., Cetera Advisor Networks LLC, Key Investment Services LLC, NatCity Investments, Inc. and Signator Investors, Inc. Cory provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Cory is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
05/04/2021 - Present
LPL Financial LLC (ELKHART IN)
IN
03/02/2015 - 08/13/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELKHART IN)
IN
09/14/2011 - 03/05/2015
CETERA ADVISOR NETWORKS LLC (MISHAWAKA IN)
IN
11/21/2008 - 09/07/2011
KEY INVESTMENT SERVICES LLC (GOSHEN IN)
IN
05/12/2008 - 11/11/2008
NATCITY INVESTMENTS, INC. (MISHAWAKA IN)
IN
01/09/2008 - 05/20/2008
SIGNATOR INVESTORS, INC. (ELKHART IN)
IL
09/15/2006 - 11/22/2006
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 01/18/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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