Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole R. Vanderwerf is an investment advisor representative with MML Investors Services, LLC, located in Newtown Square, PA. Cole has been in the securities industry since September 26, 2016. Cole has passed the Series 66, Series 7, and SIE exams. Cole has been registered with MML Investors Services, LLC since March 25, 2017. Cole was previously registered with MSI FINANCIAL SERVICES, INC. and holds a registration for both Broker-Dealer and Investment Advisor Representative. Cole has a history of working in the financial services industry and is currently registered in 7 states, including Delaware, Georgia, Maryland, New Jersey, Ohio, Pennsylvania, and Pennsylvania.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
09/27/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
BOTH
Issued 12/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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