Unclaimed
Cole Harrington is a financial advisor at Raymond James Financial Services Advisors, Inc. Cole Harrington has been in the industry since 2024 and has a Series 66 and a Series 7TO registration. Cole Harrington is registered in 15 states including California, Colorado, District of Columbia, Florida, Indiana, Kansas, Louisiana, Montana, New Jersey, New Mexico, North Carolina, Ohio, Oregon, and Texas. Cole Harrington is also an Investment Advisor Representative for Raymond James Financial Services Advisors, Inc. Cole Harrington has a specialization in 6 areas: Insurance, Retirement Planning, Estate Planning, Education Planning, and Business Planning. Cole Harrington also works with various clients including corporations, individuals, charitable organizations, pension plans, insurance companies, and banking and thrift institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/28/2024 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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