Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Cole is an investment advisor representative with Parkside Investments, LLC. Alan Cole has been registered with the Securities and Exchange Commission since 2001. Alan Cole has passed the Series 7, Series 63, and Series 24 exams. Alan Cole is also a Chartered Financial Analyst and a Chartered Investment Counselor.
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.
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.
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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IL
05/22/2018 - Present
Parkside Investments, LLC (DEERFIELD IL)
IL
09/10/2001 - 03/22/2005
CEDAR HILL FINANCIAL SERVICES, INC. (HIGHLAND PARK IL)
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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