Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory William Youngs is a financial advisor at Raymond James Financial Services Advisors, Inc. Cory has been working in the financial industry since 2007 and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and The O.N. Equity Sales Company. Cory is registered with the state of Ohio and holds Series 7, Series 6, and Series 66 licenses. Cory is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
07/15/2016 - Present
Raymond James Financial Services Advisors, Inc. (Mason OH)
FL
08/13/2014 - 07/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
OH
09/02/2010 - 07/01/2014
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
01/08/2008 - 09/02/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
02/13/2007 - 01/02/2008
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 02/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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