Unclaimed
Cole Dekinder is a financial professional with over 5 years of experience in the industry. Cole is currently registered with Bok Financial Securities, Inc. and has been with the firm since February 2018. Previously Cole was a registered representative with PRUCO SECURITIES, LLC. in Irving, TX. Cole holds the Series 6, 7, 50, 79 and SIE licenses and is registered in Texas. Cole specializes in a variety of financial services including Investment Company/Variable Contracts Products, Municipal Advisor, and Investment Banking.
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.
Furnishes advice about securities in any manner not described above.
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
TX
02/06/2018 - Present
BOK Financial Securities, Inc. (Richardson TX)
TX
09/07/2017 - 01/16/2018
PRUCO SECURITIES, LLC. (IRVING TX)
BC
Issued 09/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/18/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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