Unclaimed
Cole Thomas Blades is a registered representative with Raymond James & Associates, Inc. Cole has been in the financial services industry for over ten years. Cole holds the Series 7TO, Series 66, and SIE licenses and is registered in several states including Michigan and Texas. Cole is committed to providing financial advice to individuals, families, and businesses. Cole has a strong background in financial planning, investment management, and retirement planning. Cole can help clients achieve their financial goals through personalized financial planning services.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
03/13/2024 - Present
Raymond James & Associates, Inc. (TRAVERSE CITY MI)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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