Unclaimed
Cole Alexander Christopherson is an Investment Advisor Representative with Cetera Investment Advisers LLC. Cole has been in the financial services industry since 2016. Cole has a Series 7, Series 63, and SIE license. Cole also holds the designation of Chartered Financial Analyst. Cole is registered to provide investment advisory services in Kansas and Missouri. Cole has worked for Cetera Advisors LLC, Prosperity Network of Advisors, Prosperity Advisors LLC, Comprehensive Retirement Solutions (CRS), UPWORK, INC., and State Street Bank. Cole is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
08/09/2016 - 07/03/2017
CETERA ADVISORS LLC (OVERLAND PARK KS)
BC
Issued 10/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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