Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Werlinger is a financial advisor with Thrivent Investment Management Inc. Cory is a Registered Representative with Thrivent Investment Management Inc. Cory has been in the securities industry for more than 10 years. Cory specializes in providing financial planning and portfolio management services for individuals. Cory has a Series 6, 7, 63, 65 and 66 license. Cory has been registered with the Securities and Exchange Commission since 2009 and is a member of FINRA and the MSRB.
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.
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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2
MN
06/06/2019 - Present
Thrivent Investment Management Inc. (Glencoe MN)
MN
03/15/2018 - 05/07/2019
WADDELL & REED (BLOOMINGTON MN)
MN
07/27/2009 - 04/10/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
07/25/2007 - 08/28/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
BOTH
Issued 11/19/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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