Unclaimed
Cole Mallen Hansen is a financial advisor with Douglas C. Lane & Associates. Cole has been a financial advisor for more than seven years and is licensed in New York. Cole is a Certified Financial Planner and a Chartered Financial Analyst. Cole's specialties include financial planning, portfolio management for individuals, and portfolio management for businesses. Cole has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cole's commitment to providing personalized financial advice has earned him the respect of his clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
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.
1
2
NY
08/08/2022 - Present
Douglas C. Lane & Associates (NEW YORK NY)
IA
Issued 11/05/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Cole Hansen is the right advisor for you? Invested Better is here to help.