Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Jason Strickland is an investment advisor representative with LPL Financial LLC. Cole has been in the industry for over 20 years. Cole holds a Series 7, Series 24, and Series 66. Cole is licensed to practice in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Louisiana, Maine, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Cole also is registered as an investment advisor representative in North Carolina and Texas. Cole has worked with many different types of clients, including individuals, corporations, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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CA
06/13/2014 - Present
LPL Financial LLC (CAPITOLA CA)
CA
12/19/2003 - 03/13/2009
PRIMESOLUTIONS SECURITIES, INC. (CAPITOLA CA)
BOTH
Issued 05/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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