Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Roger Smith is a financial professional with over 20 years of experience in the industry. Cory is a registered representative of Oneramerica Securities, Inc. Cory has a wide range of experience and licenses to help clients with a variety of financial needs. Cory is also a licensed insurance professional. Cory has held previous positions with several firms, including Lincoln Financial Advisors Corporation, Beneficial Investment Services, Inc. and Equity Services, Inc.. Cory is dedicated to providing clients with personalized financial advice and strategies to help them achieve their goals.
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.
1
2
OR
08/09/2010 - Present
Oneamerica Securities, Inc. (PORTLAND OR)
OR
09/03/2009 - 06/02/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (PORTLAND OR)
OR
07/20/2007 - 09/04/2009
BENEFICIAL INVESTMENT SERVICES, INC. (PORTLAND OR)
OR
04/10/2002 - 08/09/2007
EQUITY SERVICES, INC. (LAKE OSWEGO OR)
MN
10/22/2001 - 01/25/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 06/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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