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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Michael Adaskaveg is a financial advisor with Morgan Stanley. Cole is a registered representative in California and Texas. Cole's experience in the financial industry began in April 2020. Cole is also a registered investment advisor representative in California and Texas. Cole has a Series 7TO, Series 66, and SIE licenses. Cole has worked with a range of clients including individuals, families, and businesses. Cole can help with a variety of financial needs, including asset allocation advice, financial planning, and portfolio management. Cole previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/08/2022 - Present
Morgan Stanley (San Francisco CA)
CA
09/23/2021 - 07/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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