Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Steven Grandfield is an investment advisor representative who has been in the industry since January 29, 2008. Cole is registered in 17 states and the District of Columbia as a broker-dealer and in 2 states as an investment advisor. Cole is currently associated with Cetera Investment Advisers LLC, a firm that specializes in providing financial planning, portfolio management, and pension consulting services. Cole has a history of working with a variety of clients, including individuals, businesses, charitable organizations, and pension plans. Cole Steven Grandfield is dedicated to providing high-quality investment advice to help clients achieve 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.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
01/29/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 01/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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