Unclaimed
Cole Gennett is a registered investment advisor representative with Virtus Investment Advisers, Inc. Cole has been active in the financial services industry since May 27, 2022. Cole holds licenses in Connecticut, California, Nevada, and New York. Cole has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Virtus Investment Partners.
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.
Strategic management for diversified investment portfolios.
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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.
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2
NY
06/26/2024 - Present
Virtus Investment Advisers, Inc. (NEW YORK NY)
NY
02/25/2022 - 01/05/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/30/2021 - 09/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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