Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Cole is a financial advisor with over 30 years of experience in the industry. Louise has a strong track record of success in helping clients achieve their financial goals. Louise is currently registered with Prosperity Capital Advisors, a firm with over $2.2 billion in assets under management. The firm provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Louise is a Certified Financial Planner and holds the Series 6, 7 and 63 licenses. In addition to her work with Prosperity Capital Advisors, Louise also owns a legacy planning company called Family Legacy Connect. Louise is committed to providing her clients with personalized, high-quality financial advice.
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.
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.
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.
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2
OH
08/07/2017 - Present
Prosperity Capital Advisors (WESTLAKE OH)
NJ
02/19/2013 - 12/31/2016
NEXT FINANCIAL GROUP, INC. (TOMS RIVER NJ)
NJ
08/07/2009 - 03/11/2013
GRANT WILLIAMS L.P. (TOMS RIVER NJ)
NJ
05/31/1996 - 08/06/2009
FSC SECURITIES CORPORATION (TOMS RIVER NJ)
OH
04/18/1995 - 05/31/1996
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
09/28/1989 - 04/24/1995
TFS SECURITIES, INC. (LINCROFT NJ)
NA
12/12/1985 - 10/03/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/29/1985 - 08/19/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
11/10/1983 - 03/11/1985
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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