Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Murdock is a financial advisor with Osaic Wealth, Inc. Cory has been in the financial industry since 1997. Cory is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Cory holds Series 6, 7, 63, and 65 licenses as well as the SIE. Cory is also a Certified Financial Planner (CFP®). Cory specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Cory has experience with a wide range of investment products and services, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. Cory also provides insurance products and services through a separate entity, Murdock Wealth Management, which is a DBA for Cory's broker/dealer activities. Cory is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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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CA
11/02/2018 - Present
Osaic Wealth, Inc. (ANAHEIM CA)
CA
04/18/1997 - 11/02/2018
SIGNATOR INVESTORS, INC. (ANAHEIM CA)
MA
04/18/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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