Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Miner is a financial advisor with over 20 years of experience in the financial services industry. Cory has a strong track record of success in helping individuals and families achieve their financial goals. Cory is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked for Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Bremer Investments, and Edward Jones.
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
ND
05/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Fargo ND)
MN
01/03/2011 - 07/22/2020
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
MN
05/17/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT CLOUD MN)
MO
01/01/1999 - 05/14/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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