Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Cole is a financial advisor registered with Principal Advised Services. Brendan is a registered representative and investment advisor representative, and has been in the industry since 2024. Brendan has successfully passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE) exams. Brendan currently works in the Charlotte, NC branch of Principal Advised Services.
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.
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.
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NC
01/28/2025 - Present
Principal Advised Services (CHARLOTTE NC)
BC
Issued 09/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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