Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Blair Cole is a financial advisor with over 40 years of experience in the financial services industry. David is currently registered with Cetera Investment Advisers LLC. David is a Registered Representative and Investment Advisor Representative in Connecticut and Florida. Prior to joining Cetera Investment Advisers LLC, David was with VOYA FINANCIAL ADVISORS, INC. David's previous registrations also include Fairport Capital, Inc., New England Securities, and Aetna Life Insurance and Annuity Company. David has a strong background in financial planning, portfolio management, and retirement planning. David offers a variety of services to individuals and families, including retirement planning, college savings planning, and estate planning. David is committed to helping clients achieve their financial goals.
Jupiter, FL
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.
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.
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2
FL
04/09/2023 - Present
Cetera Investment Advisers LLC (Jupiter FL)
CT
11/13/2008 - 06/14/2021
VOYA FINANCIAL ADVISORS, INC. (FAIRFIELD CT)
AZ
07/13/1993 - 11/11/2008
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
NY
12/09/1993 - 10/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
06/19/1983 - 06/25/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 2/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/1981
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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