Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cole is a financial professional with over 28 years of experience in the financial services industry. David has held various roles in the industry including roles at THE O.N. EQUITY SALES COMPANY, MML INVESTORS SERVICES, LLC, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. David is currently registered with Innovation Partners LLC. David is a licensed representative in South Carolina, North Carolina, Indiana, Texas, and Arizona. David is dedicated to helping clients achieve their financial goals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
SC
06/11/2021 - Present
Innovation Partners LLC (Mt. Pleasant SC)
SC
01/21/2016 - 06/15/2021
THE O.N. EQUITY SALES COMPANY (Mt. Pleasant SC)
SC
08/01/1997 - 02/03/2016
MML INVESTORS SERVICES, LLC (CHARLESTON SC)
MA
09/27/1993 - 07/15/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/27/1993 - 07/15/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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