Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Blagg is a financial advisor who has been in the industry for over 2 years and is currently registered with Fidelity Personal And Workplace Advisors. Cole Blagg is registered to offer securities in 53 states and the District of Columbia. Cole Blagg is also a registered investment advisor in Ohio and Texas. Previously, Cole Blagg was registered with Equitable Advisors, LLC for over a year. Cole Blagg holds Series 7TO, Series 63 and Series 66 licenses and is qualified to provide investment advice and financial planning. Cole Blagg also holds the SIE certification.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
12/05/2023 - Present
Fidelity Personal AND Workplace Advisors (NORTH ROYALTON OH)
OH
12/01/2020 - 04/01/2022
EQUITABLE ADVISORS, LLC (CLEVELAND OH)
BOTH
Issued 11/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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