Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Jantaworn is a financial advisor with Raymond James & Associates, Inc., located in St. Petersburg, Florida. Cory has been in the financial industry since 2021. Cory holds the Series 7, Series 66, and SIE licenses. Cory has experience working with a range of clients, including individuals, corporations, and pension and profit-sharing plans. Cory provides various advisory services, including financial planning, portfolio management, and selection of other advisors. Cory's firm, Raymond James, is a large investment firm with billions of dollars in assets under management.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/01/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/03/2022 - 04/19/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
11/13/2021 - 04/19/2023
MORGAN STANLEY (Temple Terrace FL)
BOTH
Issued 12/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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