Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Evan Tegano is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Cole has been in the industry for over 2 years and has a Series 7TO and a SIE exam. Cole is registered in Ohio. Cole works with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Cole specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Cole is committed to providing his clients with personalized service and sound investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/06/2024 - Present
Cambridge Investment Research Advisors, Inc. (Steubenville OH)
BC
Issued 08/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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