Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory Morawietz is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Kory has a strong background in financial planning and portfolio management and is passionate about helping clients achieve their financial goals. Kory is currently registered as an Investment Advisor Representative with Swmg, LLC. Kory has also worked as a financial advisor with Verus Wealth Advisors, The Team Factory and was a student with Texas Tech University.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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TX
05/22/2023 - Present
Swmg, LLC (FORT WORTH TX)
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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