Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Stephenson is a registered representative with Fidelity Personal AND Workplace Advisors in Irving, Texas. Cole Stephenson has been in the financial services industry since 2023. Cole Stephenson is registered to provide securities advice in 22 states. Cole Stephenson has passed the SIE, Series 7TO, Series 63 and Series 66 exams.
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.
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
TX
11/22/2024 - Present
Fidelity Personal AND Workplace Advisors (SOUTHLAKE TX)
BOTH
Issued 08/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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