Unclaimed
Cole Lavorini is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Cole has a Series 63 license and is also a registered representative of FINRA and a registered investment advisor in California, Florida, Georgia, New York, North Carolina, Ohio, and Washington. Cole has passed the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Cole has been in the securities industry since December 2022.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OH
12/09/2022 - Present
Northwestern Mutual Investment Services, LLC (CLEVELAND OH)
BC
Issued 01/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cole Lavorini is the right advisor for you? Invested Better is here to help.