Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Taylor Finley is a financial advisor registered with GWN Securities Inc. Cole has been in the securities industry since 2019 and has a Series 66 license, as well as the Series 7TO and SIE licenses. Cole is a licensed advisor in California. Cole specializes in financial planning, market timing services, and selection of other advisors. Cole provides services to both individuals and high-net-worth individuals. Cole has a strong background in the financial services industry and is dedicated to providing clients with personalized advice and guidance.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
10/03/2019 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
BOTH
Issued 10/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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