Cory Shivers (CRD# 3109335) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Clair, MI and has over 25 years of experience in the finance industry.
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 6834496
Edward Jones
CRD# 1025998
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Marysville, MI | Nov 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2018 - Dec 2022 | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2018 - Dec 2022 | 4 |
| Sigma Planning Corporation | Ann Arbor, MI | Jan 2006 - May 2018 | 12 |
| Sigma Financial Corporation | Ann Arbor, MI | Jul 2004 - May 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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