Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Patrick Cole is a financial advisor with over a year of experience in the industry. Jack is registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Jack has a wide range of experience in providing financial planning, portfolio management, and consulting services. Jack previously worked at CRAIG-HALLUM CAPITAL GROUP LLC, where they provided similar services. Jack has a passion for helping clients reach their financial goals and is committed to providing personalized service. Jack is a dedicated financial professional who is always looking for ways to improve their skills and knowledge to better serve their clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/17/2023 - Present
LPL Financial LLC (FOND DU LAC WI)
MN
07/31/2022 - 10/20/2023
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/23/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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