Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Harris is a registered investment advisor representative associated with Cetera Investment Advisers LLC. Cory has been in the securities industry for over 3 years and is licensed in Oregon and Washington. Cory is also a registered investment advisor in Washington. Cory's career history includes previous positions at Raymond James Financial Services, Inc. and Cetera Investment Services LLC. Cory has passed the Series 63, Series 65, Series 7TO, and SIE exams. Cory offers a variety of financial services including financial planning, pension consulting, and portfolio management. Cory has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and individuals. Cory is committed to providing personalized financial advice to help clients reach 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.
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.
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2
WA
07/17/2023 - Present
Cetera Investment Advisers LLC (RENTON WA)
OR
04/13/2023 - 06/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HILLSBORO OR)
OR
06/26/2020 - 03/31/2023
CETERA INVESTMENT SERVICES LLC (TIGARD OR)
IA
Issued 03/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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