Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Adamson is a financial advisor with over 15 years of experience in the industry. Cole has been with Charles Schwab & CO., Inc. since June 2020. Before joining Charles Schwab, Cole was a financial advisor with Morgan Stanley, where Cole worked from May 2018 to June 2020. Cole is registered as a registered representative in Arizona and California, and an investment advisor representative in Arizona and California. Cole's expertise includes providing investment advice, financial planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
07/01/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
05/18/2018 - 06/18/2020
MORGAN STANLEY (SCOTTSDALE AZ)
AZ
01/13/2014 - 03/09/2018
SCOTTRADE, INC. (SCOTTSDALE AZ)
AZ
02/09/2007 - 12/24/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 06/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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