Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Jobe is a financial advisor with over 13 years of experience in the industry. Cory has been registered with Osaic Wealth, Inc. since January 2024 and holds a Series 7, Series 63 and Series 65 license. Prior to joining Osaic Wealth, Inc., Cory worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Cory is committed to providing personalized financial advice and helping clients achieve their financial goals. Cory offers a variety of financial services, including financial planning, insurance, and portfolio management. Cory is also a licensed insurance agent and provides insurance and annuity needs for 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.
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.
1
2
OK
09/05/2024 - Present
Osaic Wealth, Inc. (Tulsa OK)
OK
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Tulsa OK)
OK
04/24/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (TULSA OK)
OK
06/15/2010 - 01/20/2015
AXA ADVISORS, LLC (TULSA OK)
IA
Issued 09/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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