Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Ryan Preuss is a financial advisor with Ameriprise Financial Services, LLC. Cory is an active Registered Representative and Investment Advisor Representative in Michigan and Texas. Cory has been in the financial services industry since 1997. Cory has previously been registered with several firms including Fidelity Brokerage Services LLC, TD Ameritrade, Inc., H&R Block Financial Advisors, Inc., Fifth Third Securities, Inc., Futureshare Financial LLC, J.J.B. Hilliard, W.L. Lyons, Inc., A.G. Edwards & Sons, Inc., and Smith Barney Inc. Cory has held several registrations over the years. Cory holds the Series 7, Series 63 and Series 66 licenses and the Securities Industry Essentials (SIE) exam.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MI
10/19/2017 - Present
Ameriprise Financial Services, LLC (GREENVILLE MI)
MI
11/08/2010 - 02/03/2014
FIDELITY BROKERAGE SERVICES LLC (GRAND RAPIDS MI)
MI
09/09/2005 - 10/21/2010
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
01/31/2005 - 09/07/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
OH
04/21/2003 - 10/26/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NJ
05/21/2002 - 03/31/2003
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
KY
09/01/2000 - 05/15/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MO
06/24/1998 - 09/05/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/22/1996 - 09/12/1997
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cory Preuss is the right advisor for you? Invested Better is here to help.
