Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Barrett Condon is a financial professional with over 20 years of experience in the securities industry. Cole has been with Valmark Advisers, Inc. since 2012 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Cole is a Chartered Financial Consultant and holds the Series 6, 7, and 63 securities licenses. Cole is registered to provide investment advisory services in California, Colorado, District of Columbia, Florida, Georgia, Indiana, Kansas, Louisiana, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, and Virginia. Cole is committed to providing personalized financial advice and working with clients to achieve 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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
OH
07/22/2019 - Present
Valmark Advisers, Inc. (WESTLAKE OH)
OH
07/23/2001 - 02/16/2012
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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