Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory McComas is an investment advisor representative with Cbiz Investment Advisory Services, LLC. Cory has been in the financial services industry since 2014 and has experience in both investment advisory and brokerage services. Cory is licensed in Ohio and holds the Series 6, Series 65, and SIE exams. Cory specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
09/26/2019 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
08/04/2014 - 12/31/2021
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
IA
Issued 06/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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