Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Richard King is a financial advisor with over 25 years of experience in the financial services industry. Cory is registered with Osaic Wealth, Inc. and is also the owner of Strategic Financial Resources, a sole proprietorship with a DBA. Cory holds a Series 6, 7, 63, and 65 license and is a Certified Financial Planner. Cory provides financial planning services, including life insurance and securities vehicles. Cory specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (COLUMBUS GROVE OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (COLUMBUS GROVE OH)
OH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (COLUMBUS GROVE OH)
TX
08/22/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 10/13/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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