Unclaimed
Cory Hamlin is an investment advisor representative in Shelby Township, MI. Cory is registered with Kaizen Wealth Management, LLC and has been working in the financial services industry since 2022. Cory has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. The firm offers various advisory services including financial planning, fee based fixed annuities and selection of other advisors. Cory is also licensed as an insurance agent for Kaizen Financial Group, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
MI
10/03/2023 - Present
Kaizen Wealth Management, LLC (SHELBY TOWNSHIP MI)
IA
Issued 09/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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