Cory Howard

Cory takes a holistic approach with each client, paying specific attention to both asset & liability positioning. He assists in identifying and prioritizing various client goals, including wealth accumulation, liability management, cash flow analysis, ins

Financial Adviser at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eugene, OR

About

Contact
Address
800 Willamette St in Eugene, OR 97401
Info
Year started: 2004

Reviews

Peer Endorsements

Best Answers

Cory Howard has not answered any questions.

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 31
Series 10
Series 6
Series 63
Series 65
Series 7
Series 9

Background

Education

Boston University
University of Oregon