Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Hassenstab is a financial advisor registered with Sharkey Howes & Javer Inc.. Cory has been in the industry for several years, having previous experience with Empower Financial Services, Inc. and Fidelity Brokerage Services LLC. Cory holds Series 63, 66 and 7TO securities licenses. Cory has a professional designation of Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Cory is currently licensed in Colorado.
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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CO
01/31/2024 - Present
Sharkey Howes & Javer Inc. (DENVER CO)
CO
03/03/2021 - 10/11/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
09/04/2020 - 02/19/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 04/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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