Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Freeman Wilson is a financial advisor with over 18 years of experience in the industry. Cole is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since July 2023. Cole previously worked at Edward Jones and Ameriprise Financial Services, Inc. Cole is a Series 66, Series 7 and SIE licensed professional. Cole has a diverse client base that includes high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cole specializes in providing financial planning, portfolio management, and investment advisory services. Cole is committed to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
07/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Abilene TX)
TX
05/15/2006 - 07/07/2023
EDWARD JONES (ABILENE TX)
TX
07/18/2005 - 04/28/2006
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
MN
07/18/2005 - 04/28/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cole Wilson is the right advisor for you? Invested Better is here to help.
