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Lynette Sue Cole

J.w. Cole Financial, Inc.

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About Lynette Sue Cole

Lynette Cole is a financial advisor with J.w. Cole Financial, Inc. based in Webster, NY. Lynette has been in the financial industry since January 16, 2014. Lynette holds the Series 6, Series 63 and SIE licenses. Lynette is registered with FINRA and the state of New York.

Firm Information

Lynette Cole is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lynette Cole’s Registration & Firm History

NY

08/07/2020 - Present

J.w. Cole Financial, Inc. (Webster NY)

NY

06/29/2017 - 08/11/2020

MML INVESTORS SERVICES, LLC (WEBSTER NY)

MA

10/20/2004 - 03/21/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

10/10/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynette Sue Cole.
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