Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole F. Hale is a financial advisor with Fidelity Personal and Workplace Advisors. Cole has been in the financial services industry for 11 years and is registered with the Securities and Exchange Commission as an Investment Advisor Representative in Texas and Utah. Cole holds a Series 6, Series 7, and Series 66 license. Cole has experience in a variety of financial services, including financial planning, portfolio management, and educational seminars. Cole is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Cole F. Hale is dedicated to helping individuals and families plan for their future. Cole specializes in working with individuals and families with assets under management of more than $1 million, and has helped clients reach their financial goals for over 11 years. Cole is currently registered in 53 states.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
05/23/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BOTH
Issued 11/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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