Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Valfer is a financial professional with a focus on securities. Cole is currently registered with Kroll Securities LLC and holds a Series 7, Series 79, Series 63 and SIE license. Cole has been active in the industry since August 2023.
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.
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.
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2
IL
08/23/2023 - Present
Kroll Securities LLC (CHICAGO IL)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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