Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory Close is a registered investment advisor representative with Fisher Investments. Kory has been in the financial industry for over 5 years and holds the Series 66, Series 7, and SIE licenses. Before joining Fisher Investments, Kory worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, United Planners' Financial Services of America a Limited Partner, and CUSO Financial Services, L.P.. Kory provides financial planning and portfolio management services to individuals, families, and businesses. Kory focuses on helping clients reach their financial goals through a variety of investment strategies, including stocks, bonds, and mutual funds.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/16/2024 - Present
Fisher Investments (PLANO TX)
TX
02/13/2023 - 08/15/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
02/08/2021 - 05/10/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Fort Worth TX)
TX
10/11/2019 - 02/09/2021
CUSO FINANCIAL SERVICES, L.P. (Fort Worth TX)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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