Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Stahly Schrock is an Investment Advisor Representative registered with Peak Retirement Planning, Inc. in Columbus, Ohio. Cole has been in the financial services industry since 2022 and is registered with the state of Ohio. Cole holds Series 66 and Series 7 licenses and has passed the Securities Industry Essentials (SIE) Exam. Cole's primary focus is on financial planning and portfolio management for individuals. Cole has been employed with LPL Financial, LLC, and has worked in various other industries before transitioning to the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/14/2023 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
OH
09/17/2022 - 09/14/2023
LPL FINANCIAL LLC (DUBLIN OH)
BOTH
Issued 10/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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