Cory Foster Kleinman

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Raymond James & Associates
  Tampa, FL

Other Businesses

1. The First Tee of Tampa Bay - Tampa, FL Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 08/15/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Junior Advisory Board member. Volunteer my time teaching underprivileged kids important life skills through the game of golf.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-02