Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Edmiston is a financial advisor with Venturi Private Wealth. Cole holds the Series 66, Series 7 and SIE securities licenses. Cole has been in the financial industry since August 2017. Cole has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to working in the financial services industry, Cole was a student at Baylor University and worked as an intern for Texas Life Insurance Company. Cole specializes in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Educational Seminars, and Selection of Other Advisers. Cole's clients consist of charitable organizations, individuals with a high net worth, pooled investment vehicles, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/10/2019 - Present
Venturi Private Wealth (AUSTIN TX)
TX
08/17/2017 - 05/14/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Cole Edmiston is the right advisor for you? Invested Better is here to help.
