Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Eugene Cole is a financial professional with over 19 years of experience in the industry. Chad is currently registered with Hornor, Townsend & Kent, LLC, where Chad specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Prior to joining Hornor, Townsend & Kent, LLC, Chad was affiliated with ONEAMERICA SECURITIES, INC. and WORLD GROUP SECURITIES, INC. Chad has passed the Series 6, SIE, and Series 63 exams. Chad is also registered to provide investment advice in California, Idaho, Montana, North Carolina, Texas, Utah and Wyoming.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
ID
04/19/2013 - Present
Hornor, Townsend & Kent, LLC (PRESTON ID)
ID
09/22/2004 - 04/09/2013
ONEAMERICA SECURITIES, INC. (PRESTON ID)
GA
05/12/2004 - 09/21/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 05/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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