Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Edward Backstrom is an investment advisor representative with Cetera Investment Advisers LLC. Cole has been in the financial services industry since December 2009. Cole holds a Series 66, Series 7, and SIE licenses. Cole is registered in Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Massachusetts, Minnesota, Montana, Nevada, North Carolina, Ohio, South Dakota, Tennessee, Texas, West Virginia, and Wisconsin. Cole also holds a Certified Financial Planner designation. Cole's experience and licenses allow Cole to provide a variety of financial services to individual, business, and institutional clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
BOTH
Issued 5/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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