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Cory Grant Wachowiz

Dawson James Asset Management, Inc.

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About Cory Grant Wachowiz

Cory Grant Wachowiz is an investment advisor representative with Dawson James Asset Management, Inc. Cory has been in the industry since 2019. Cory holds Series 66, 79, 7, and SIE licenses. Cory is registered with FINRA and the states of Florida and New York. Cory has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Cory has a special focus on [**Specialization**].

Firm Information

Cory Wachowiz is currently registered with Dawson James Asset Management, Inc.. Dawson James Asset Management, Inc. is a wealth management firm that offers a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.

Not reported

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cory Wachowiz’s Registration & Firm History

FL

01/08/2021 - Present

Dawson James Asset Management, Inc. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 08/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/13/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cory Grant Wachowiz.
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