Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Kretlow is a financial advisor with Neuberger Berman BD LLC, specializing in providing investment advice to high-net-worth individuals and families. Cole is a registered representative and investment advisor representative with a Series 7TO, Series 63, and SIE license. Cole has been in the financial services industry since 2022, and their previous experience includes working at Morgan Stanley. Cole's background in the financial services industry allows Cole to provide a deep understanding of the market and the individual needs of 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/29/2025 - Present
Neuberger Berman BD LLC (New York NY)
NY
11/04/2022 - 03/02/2023
MORGAN STANLEY (PURCHASE NY)
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cole Kretlow is the right advisor for you? Invested Better is here to help.
