Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Willard Cole is a financial advisor with over 39 years of experience in the financial services industry. Harold is currently registered with Ameriprise Financial Services, LLC. Harold's areas of expertise include asset allocation, financial planning, and portfolio management for individuals and businesses. Harold has a strong track record of success in helping clients achieve their financial goals. Harold is committed to providing his clients with personalized financial advice and guidance. Harold has also held previous positions at IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC.
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.
Asset allocation services
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
CA
12/20/2021 - Present
Ameriprise Financial Services, LLC (HUNTINGTON BEACH CA)
MN
01/03/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/03/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 10/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Harold Cole is the right advisor for you? Invested Better is here to help.
