Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Procter is a financial advisor with Osaic Wealth, Inc. Cory Procter has been in the industry for 5 years. Cory Procter holds Series 7TO, Series 66, and SIE licenses and is registered with the following states: Arkansas, Florida, Georgia, Illinois, Montana, South Carolina, Texas, Washington, and Wisconsin. Cory Procter is a financial advisor offering Financial Planning, Pension Consulting, and Educational Seminars. Cory Procter is also involved in portfolio management for individuals and businesses, as well as selection of other advisors. Cory Procter is also involved in several other businesses including: Pro Capital Wealth Management, Pro Capital, LLC, Pro Capital Insurance LLC, and Pro Capital Consulting, LLC.
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.
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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (SOUTHLAKE TX)
TX
01/22/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SOUTHLAKE TX)
BOTH
Issued 02/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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