Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Cole, a certified financial planner, has been providing financial advice for over 40 years. He has experience working with various financial institutions, including FSC Securities Corporation, Capital Analysts, Incorporated, and TFS Securities, Inc. George has a diverse background and has held positions at Grant Williams L.P., Integrated Resources Equity Corporation, and Cardell & Associates, Incorporated. Currently, George is a Registered Representative and Investment Adviser Representative with Prosperity Capital Advisors. George is registered in New Jersey, North Carolina, and Texas and provides financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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2
OH
08/19/2022 - Present
Prosperity Capital Advisors (WESTLAKE OH)
NJ
02/19/2013 - 11/01/2017
NEXT FINANCIAL GROUP, INC. (TOMS RIVER NJ)
NJ
11/12/2009 - 02/22/2013
GRANT WILLIAMS L.P. (TOMS RIVER NJ)
NJ
05/31/1996 - 11/04/2009
FSC SECURITIES CORPORATION (TOMS RIVER NJ)
OH
04/18/1995 - 05/31/1996
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
01/25/1990 - 04/24/1995
TFS SECURITIES, INC. (LINCROFT NJ)
AZ
11/19/1989 - 01/31/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/09/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/05/1979 - 08/19/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
12/20/1977 - 02/02/1983
INDEPENDENT FINANCIAL PLANNERS CORPORATION
BC
Issued 02/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1977
Series 1 - Registered Representative Examination
Active
Inactive
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