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Cole Robert Wagner

Keybanc Capital Markets Inc.

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About Cole Robert Wagner

Cole Wagner is a financial professional with experience in the industry. Cole holds the Series 27, Series 99TO, and SIE licenses. Cole is currently registered with Keybanc Capital Markets Inc.. Cole's areas of expertise include financial and operations, and operations.

Firm Information

Cole Wagner is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cole Wagner’s Registration & Firm History

OH

05/03/2023 - Present

Keybanc Capital Markets Inc. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 05/03/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/04/2023

Series 99TO - Operations Professional Examination

BC

Issued 05/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cole Robert Wagner.
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