Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Novak is a financial advisor with Edward Jones. Cory has been in the financial services industry since April 2010 and has worked at Edward Jones since April 2016. Prior to that, Cory was registered with Stifel, Nicolaus & Company, Incorporated and Scottrade, Inc. Cory specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Cory is registered in multiple states and has a number of professional designations.
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.
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.
See schedule d - miscellaneous
1
2
MO
08/17/2016 - Present
Edward Jones (ST LOUIS MO)
MO
08/28/2012 - 04/13/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
04/15/2010 - 08/27/2012
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 08/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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