Unclaimed
Cory Roshau is a financial professional with over 30 years of experience in the industry. Cory is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. Cory's specializations include investment company products and variable contracts. Cory is licensed in Kansas, Missouri, and North Dakota.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
03/06/1992 - Present
PFS Investments Inc. (LEAWOOD KS)
BC
Issued 03/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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