Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole S. Koeniger is a financial advisor with M Holdings Securities, Inc. Cole has been in the financial services industry since 2006. Cole has a diverse background, having worked with several firms including Lincoln Investment and Hornor, Townsend & Kent, Inc. Cole specializes in working with individuals, high-net-worth individuals, and corporations. Cole provides financial planning, portfolio management, and pension consulting services.
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.
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.
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2
NJ
02/02/2023 - Present
M Holdings Securities, Inc. (Morristown NJ)
NJ
05/17/2013 - 07/07/2016
LINCOLN INVESTMENT (Iselin NJ)
NJ
07/01/2011 - 05/15/2013
HORNOR, TOWNSEND & KENT, INC. (FLORHAM PARK NJ)
NJ
09/09/2009 - 06/21/2011
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
PA
07/07/2006 - 08/11/2009
VALIC FINANCIAL ADVISORS, INC. (MALVERN PA)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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