Unclaimed
Cory Lansinger is a financial advisor who has been in the industry since May 22, 2003. Cory is currently registered with Truist Advisory Services, Inc. and is a registered representative of Truist Advisory Services, Inc. Previously, Cory was a registered representative of BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and American Express Financial Advisors Inc. Cory is a licensed financial advisor with licenses in multiple states. Cory offers financial planning, portfolio management, and other services to a variety of clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
MD
02/17/2021 - Present
Truist Advisory Services, Inc. (WESTMINSTER MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
01/23/2004 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WESTMINSTER MD)
MN
12/21/2001 - 08/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/2001 - 08/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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