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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe don? Claim Your ProfileJoe Don Cole is a Vice President of Investment Relations at Fort Washington Investment Advisors Inc. Joe Don Cole is a registered investment advisor with over 18 years of experience in the financial services industry. Joe Don Cole has a strong track record of providing investment advice and portfolio management services to individuals, businesses, and institutions. Joe Don Cole holds the Series 63, Series 66, Series 7, Series 24, and SIE licenses and is registered in all 50 states. Joe Don Cole specializes in providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, investment companies, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Sub-advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/13/2017 - Present
Fort Washington Investment Advisors Inc. (CINCINNATI OH)
RI
08/27/2004 - 04/17/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
12/20/1999 - 08/27/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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