Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleton? Claim Your ProfileColeton Wayne Sokol is a Registered Representative and Investment Advisor Representative associated with Fidelity Personal AND Workplace Advisors. Coleton is registered with FINRA and in 52 states, including Texas and Utah. Coleton has been in the securities industry since October 4, 2018, and is currently registered with Fidelity Brokerage Services, LLC. Coleton has a Series 7, Series 63, and Series 66. Coleton also has 2 other business activities, working as a consultant for Solidity and as a partner for Fanimals.
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.
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
UT
03/09/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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