Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Patrick Mason is a financial advisor associated with Avantax Advisory Services. Cole has been in the financial services industry since 1999. Cole is licensed in Wisconsin. Cole also holds registrations as a broker in 11 states and as an Investment Advisor Representative in Wisconsin. Cole holds a Series 6, 7, 63, and 65 license. Cole also has a SIE license. Cole’s firm, Avantax Advisory Services, is a registered investment advisor with offices in Texas and Wisconsin. Avantax Advisory Services has over 131,000 clients and over $41 billion in assets under management. Avantax Advisory Services provides a wide range of financial services, including financial planning, pension consulting, portfolio management, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/18/2008 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 09/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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