Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Davidson is a financial advisor who has been in the industry since 2009. Cory is currently registered with Ameriprise Financial Services, LLC in Illinois and Texas. Cory has a Series 6, 7, 63 and 65 licenses as well as the SIE. Cory is also a Certified Financial Planner. Cory has previous experience working at Fifth Third Securities, INC. Cory has expertise in asset allocation, financial planning, pension consulting, portfolio management for businesses and individuals and educational seminars. Cory specializes in providing financial advice to high net worth individuals, corporations and other businesses, individuals, charitable organizations, trusts/estates, insurance companies and pension and profit sharing plans.
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
IL
01/30/2023 - Present
Ameriprise Financial Services, LLC (Wheaton IL)
IL
04/26/2013 - 08/30/2021
FIFTH THIRD SECURITIES, INC. (LA GRANGE PARK IL)
AL
02/01/2005 - 02/22/2008
WACHOVIA SECURITIES, LLC (ALEXANDER CITY AL)
GA
03/25/2004 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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