Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Sheets is a registered representative with Northwestern Mutual Investment Services, LLC. Cole has been in the industry since August 26, 2021. Cole has a Series 63, Series 6TO, and SIE licenses. Cole is registered in Colorado, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Oklahoma, Texas, and Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IA
08/27/2021 - Present
Northwestern Mutual Investment Services, LLC (W DES MOINES IA)
BC
Issued 07/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cole Sheets is the right advisor for you? Invested Better is here to help.
