Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Samson is a financial advisor at Heritage Financial Services in Westwood, Massachusetts. Cole is a Certified Financial Planner and is registered with the state of Massachusetts. Cole has been in the financial industry since 2014 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Cole offers financial planning, portfolio management, and educational seminars to help clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MA
08/06/2024 - Present
Heritage Financial Services (WESTWOOD MA)
BC
Issued 01/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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