Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cole is a registered investment advisor representative with PFS Investments Inc., a firm with offices in Duluth, Georgia. Brian has been in the financial services industry since 2003, and has held several positions with different firms. Brian has experience with providing investment advice to individuals. Brian has passed the Series 6, Series 63, and Series 65 exams. Brian is registered to offer investment advisory services in Kansas, Missouri, Pennsylvania, and Texas.
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.
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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2
KS
01/27/2015 - Present
PFS Investments Inc. (LEAWOOD KS)
KS
08/12/2008 - 12/31/2010
COORDINATED CAPITAL SECURITIES, INC. (OVERLAND PARK KS)
KS
11/28/2007 - 08/18/2008
AMERITAS INVESTMENT CORP. (OVERLAND PARK KS)
GA
04/02/2003 - 11/29/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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