Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Walter Sharp is a registered representative with Raymond James Financial Services Advisors, Inc. Cole has been in the securities industry since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2019. Cole has passed the Series 66, Series 7TO and SIE exams and holds licenses in Nebraska, Texas, Arizona, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Minnesota, Missouri, Virginia, Washington and Wyoming. Cole's primary office is located in Nebraska City, Nebraska.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
04/28/2022 - Present
Raymond James Financial Services Advisors, Inc. (Nebraska City NE)
BOTH
Issued 07/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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