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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 Robert Geenty is a registered Investment Advisor Representative with Fisher Investments. Cole has been in the financial services industry since 2023. Cole obtained his Series 65 license on January 25, 2024 and is registered to provide investment advisory services in Texas and Washington. Cole is licensed to provide investment advice to individuals, corporations, pooled investment vehicles and investment companies.
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.
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.
Portfolio assessment
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.
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.
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TX
01/25/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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