Unclaimed
Christopher Cole is a financial advisor with over 13 years of experience in the financial services industry. Christopher is currently registered with TIAA-CREF Individual & Institutional Services, LLC and previously worked at PFS Investments Inc. Christopher has Series 6 and Series 63 registrations and is licensed in 51 states. Christopher helps clients with a variety of financial planning needs, including retirement planning, college savings, and investment management.
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.
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.
Compensation from affiliates
1
2
CO
12/08/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
GA
06/10/2005 - 12/05/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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