Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jory? Claim Your ProfileJory David Flanery is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Sioux Falls, SD. Jory Flanery has been in the industry since 2023 and has passed exams covering General Securities Representative Examination, Securities Industry Essentials Examination and Uniform Combined State Law Examination. Jory Flanery is registered with South Dakota and has registrations in both Securities and Investment Advisory roles. Jory Flanery also works with Cornerstone Financial Solutions as an associate/employee.
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
SD
05/13/2024 - Present
Raymond James Financial Services Advisors, Inc. (Sioux Falls SD)
BOTH
Issued 04/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jory Flanery is the right advisor for you? Invested Better is here to help.
