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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Jerome Cole is an investment advisor representative at Global View Capital Management LLC. Jesse Cole is registered with the state of Washington as an Investment Advisor Representative. Jesse Cole is also registered with the state of Texas as an Investment Advisor Representative. Jesse Cole has been in the industry for over 10 years. Jesse Cole is a registered representative and has passed the Series 6, Series 63 and Series 65 exams. Jesse Cole previously worked at PURSHE KAPLAN STERLING INVESTMENTS and THE STRATEGIC FINANCIAL ALLIANCE, INC.. Jesse Cole also works as an independent contractor for Global View Capital Advisors, LLC, an affiliate of Global View Capital Management, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple 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.
Financial planning
1
2
WI
01/04/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WA
01/22/2014 - 05/11/2015
PURSHE KAPLAN STERLING INVESTMENTS (SPOKANE VALLEY WA)
WA
02/14/2011 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (SPOKANE VALLEY WA)
WA
09/22/2010 - 12/22/2010
WORLD GROUP SECURITIES, INC. (OAK HARBOR WA)
IA
Issued 12/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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