Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole A Metzler is a registered representative with Principal Advised Services. Cole has been in the financial services industry for over 2 years. Cole is licensed to provide investment advice in all 50 states. Cole has a Series 7, Series 66 and SIE license. Cole is a registered representative with FINRA and has been with Principal Advised Services since August 2024. Cole provides investment advice to individuals and families.
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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IA
09/25/2024 - Present
Principal Advised Services (DES MOINES IA)
BOTH
Issued 08/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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