Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole B O'Brien is a financial advisor who has been in the industry since 2022. Cole is registered with Voya Financial Advisors, Inc. in Kansas and Texas. Cole holds Series 7, 63, and 65 securities licenses and is also a Certified Financial Planner. Cole works with individuals, high-net-worth individuals, businesses, and charitable organizations. Cole provides financial planning, portfolio management, educational seminars and selects other advisors. Cole previously worked at American Century Investment Services, Inc. Cole has a strong understanding of the financial markets and a commitment to helping clients reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
01/04/2024 - Present
Voya Financial Advisors, Inc. (LEAWOOD KS)
MO
07/29/2022 - 10/03/2023
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 10/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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