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. in Kirkland, WA. Cory has been in the financial services industry since 2006. Cory holds Series 63, 66, 7, and SIE licenses. Cory is registered to offer securities in Arizona, Arkansas, California, Connecticut, Georgia, Hawaii, Montana, New Jersey, New York, Ohio, Oregon, Puerto Rico, South Carolina, Texas, Virginia, Washington, and Wyoming. In addition to Raymond James Financial Services Advisors, Inc., Cory is also an officer at Haller and Shepard Capital Group and Calmont Properties 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.
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 2/1/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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