Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Rumrill is a registered representative with Fidelity Personal And Workplace Advisors. Cole has been in the financial services industry since 2023. Cole holds Series 63, Series 7TO and SIE licenses and is registered in 29 states. Cole is a licensed securities agent. The firm's main office is located in Boston, Massachusetts. Fidelity Personal And Workplace Advisors has approximately $1 billion - $10 billion in assets under management. The firm serves a variety of client types, including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
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.
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.
1
2
ID
12/17/2024 - Present
Fidelity Personal AND Workplace Advisors (BOISE ID)
BC
Issued 07/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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