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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Persson is an Investment Advisor Representative with Axxcess Wealth Management, LLC, a firm that manages over $6.5 billion in client assets. Cory is a Chartered Financial Analyst with experience in providing financial planning, portfolio management and advisory services. Cory is a registered Investment Advisor in California and has been in the financial services industry since December 2013.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/05/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
IA
Issued 01/07/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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