Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory David Lee is a financial advisor currently registered with Truist Advisory Services, Inc., in Sarasota, Florida. Kory has over 10 years of experience in the financial services industry, with previous roles at USAA Financial Advisors, Inc., Morgan Stanley, and Wells Fargo Advisors, LLC. Kory is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 3, 7, 9, 10, 24, 63 and 66 licenses. Kory specializes in financial planning, portfolio management, and other advisory services. Kory is committed to helping clients achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
12/02/2021 - Present
Truist Advisory Services, Inc. (SARASOTA FL)
GA
10/27/2014 - 03/23/2017
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
04/04/2014 - 09/30/2014
MORGAN STANLEY (ATLANTA GA)
GA
08/10/2012 - 04/07/2014
PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)
GA
05/07/2012 - 08/10/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
10/05/2009 - 04/02/2012
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
06/01/2009 - 10/20/2009
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
05/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 7/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/21/2009
Series 3 - National Commodity Futures Examination
BC
Issued 5/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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