Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Scott Chase is a financial advisor with Raymond James Financial Services Advisors, Inc. Cole has been in the industry since 1995 and has a broad range of experience working with individual clients, businesses, and institutions. Cole is registered to provide investment advisory services in Oregon and Texas. Cole has a wide range of expertise including financial planning, portfolio management, and pension consulting. Cole is committed to providing personalized and comprehensive financial advice to help clients reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
09/10/2012 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
VT
12/21/1995 - 03/03/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 02/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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