Unclaimed
Cole Brandon is a financial advisor with Hightower Advisors, LLC. Cole Brandon is licensed in California and Minnesota. Cole Brandon has over 2 years of experience in the financial services industry. Cole Brandon specializes in providing financial planning, portfolio management, and treasury management services to individuals, businesses, and institutions. Cole Brandon has a strong track record of success in helping clients 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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MN
01/01/2025 - Present
Hightower Advisors, LLC (Minnetonka MN)
MI
07/13/2023 - 07/30/2024
CUSO FINANCIAL SERVICES, L.P. (KALAMAZOO MI)
MI
08/15/2022 - 07/18/2023
PRUCO SECURITIES, LLC. (GRAND RAPIDS MI)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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