Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Hickman is a registered investment advisor representative with Strategic Blueprint, LLC located in Greensboro, NC. Cole is also a registered investment advisor with The Strategic Financial Alliance, Inc. Cole has been in the industry since 2020 and has a wide range of experience working with clients in the financial services industry. Cole Hickman has a strong background in financial planning, portfolio management, and insurance. Cole's expertise and experience provide clients with valuable insights and advice, helping them reach their financial goals. Cole is dedicated to providing clients with personalized service and customized solutions that meet their individual needs.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Family office fees, endorsements
1
2
NC
12/08/2020 - Present
Strategic Blueprint, LLC (Greensboro NC)
NC
11/09/2020 - 03/14/2023
THE STRATEGIC FINANCIAL ALLIANCE, INC. (GREENSBORO NC)
BOTH
Issued 12/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2021
Series 4 - Registered Options Principal Examination
BC
Issued 11/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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