Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Cole is a financial professional with over 15 years of experience in the industry. Cameron is currently registered with Alliancebernstein LP as an investment advisor representative and holds a Series 63, 65, 66, 7, 9, and 10 licenses. Cameron also has prior experience with Zions Direct, Inc., TD Ameritrade, Inc., Sanford C. Bernstein & Co., LLC, and Morgan Stanley DW Inc. Cameron is a Certified Financial Planner and specializes in various financial planning, investment, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
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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2
CO
07/27/2021 - Present
Alliancebernstein LP (DENVER CO)
UT
03/24/2011 - 02/06/2015
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
UT
06/19/2007 - 03/25/2010
TD AMERITRADE, INC. (SALT LAKE CITY UT)
DC
05/29/2002 - 05/23/2007
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
NY
10/06/2000 - 08/14/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 07/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/31/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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