Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory McDaniel is a financial advisor with over 27 years of experience in the industry. Cory is currently registered with LPL Financial LLC and has been with the firm since November 2003. Prior to joining LPL Financial LLC, Cory worked for several other firms including Veravest Investments, Inc., Banc of America Investment Services, Inc., and Seafirst Investment Services, Inc. Cory has a broad range of experience and holds several licenses and certifications including Series 6, 7, 24, 63, and 65. Cory's areas of specialization include investment advisory, portfolio management, and financial planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
11/24/2003 - Present
LPL Financial LLC (VANCOUVER WA)
MA
05/18/2001 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
07/12/1999 - 12/31/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
10/28/1993 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 09/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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