Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hayward Cory is a financial advisor who has been working in the industry since 2010. William is currently registered with Ameriprise Financial Services, LLC, which is a large financial services company headquartered in Minneapolis, Minnesota. William has previously worked with a number of other firms, including SunTrust Investment Services, Inc., Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is registered to provide investment advice in the District of Columbia, Florida, Illinois, Maryland, North Carolina, South Carolina, Tennessee, Texas, and Virginia.
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.
Asset allocation services
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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VA
04/26/2019 - Present
Ameriprise Financial Services, LLC (VIENNA VA)
VA
04/17/2017 - 05/01/2019
SUNTRUST INVESTMENT SERVICES, INC. (FAIRFAX CITY VA)
DC
01/08/2016 - 04/13/2017
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
VA
02/10/2011 - 01/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT FALLS VA)
VA
09/04/2009 - 12/07/2009
THRIVENT INVESTMENT MANAGEMENT INC. (RESTON VA)
BOTH
Issued 09/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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