Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Shepard is a financial advisor with Raymond James Financial Services Advisors, Inc. Cory has been in the financial services industry since January 1, 2006. Cory has been registered with the state of Washington since February 25, 2022. Cory has also been registered with the state of Texas since March 4, 2022. Cory is also a registered Investment Advisor Representative in Texas. Cory's current practice focuses on providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Cory has a strong background in financial planning and investment management. Cory holds the Series 7, Series 63 and Series 66 securities licenses. Cory also holds the Securities Industry Essentials Examination (SIE).
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
02/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (Kirkland WA)
WA
01/01/2006 - 02/25/2022
EDWARD JONES (KIRKLAND WA)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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