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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 Jensen Handley is a financial advisor registered with Wells Fargo Clearing Services, LLC in Scottsdale, Arizona. Cole has been working in the financial services industry since 2014. Cole holds Series 6, 7, 63, and 66 licenses. Cole is also registered as an investment advisor representative in Arizona and Texas. Cole has previous experience with J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Cole primarily works with individual investors, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
12/21/2020 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
WA
06/11/2015 - 02/07/2017
J.P. MORGAN SECURITIES LLC (BELLEVUE WA)
AZ
03/01/2014 - 05/12/2015
WELLS FARGO ADVISORS, LLC (PRESCOTT VALLEY AZ)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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