Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Schmelzer is an investment advisor representative with Osaic Wealth, Inc. Cory has been in the financial services industry since 1997. Cory has been registered as a financial advisor in numerous states and is also an active member of the Financial Industry Regulatory Authority (FINRA). Cory is a Certified Financial Planner® professional, demonstrating a commitment to ongoing professional development and ethical practice.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
01/16/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
07/01/2003 - 01/29/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/27/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/01/1997 - 02/24/1997
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
IA
Issued 08/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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