Unclaimed
Cole Dunlap is a financial professional with over 15 years of experience in the industry. Cole is currently registered with Lockton Investment Securities, LLC in Kansas City, Missouri. Cole has previously held positions with NFP Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Cole is a Series 6 and Series 63 licensed professional, and also holds the SIE designation.
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.
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.
1
2
MO
04/16/2010 - Present
Lockton Investment Securities, LLC (KANSAS CITY MO)
MO
02/28/2008 - 04/19/2010
NFP SECURITIES, INC. (KANSAS CITY MO)
MA
03/21/2005 - 02/22/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/21/2005 - 02/22/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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