Unclaimed
Kasadi Cole is a financial advisor with Woodmen Financial Services, Inc. based in Omaha, Nebraska. Kasadi has been in the financial industry since July 2017 and holds Series 7 and Series 66 securities licenses. Kasadi is registered with the state of Texas. Previously, Kasadi worked for Edward Jones in Germantown, Tennessee.
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.
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.
1
2
NE
07/02/2024 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
TN
07/26/2017 - 06/27/2024
EDWARD JONES (GERMANTOWN TN)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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