Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cole is a financial advisor with over 23 years of experience in the financial services industry. Michael has been with MML Investors Services, LLC since June 2024 and has previously worked at several other firms. Michael is licensed in several states including South Carolina and Texas. Michael specializes in providing a variety of services to individuals and families, including financial planning, asset allocation, portfolio management, and retirement planning. Michael is dedicated to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation programs
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.
Solicitors fees
1
2
SC
07/02/2024 - Present
MML Investors Services, LLC (Charleston SC)
PA
07/21/2016 - 06/20/2024
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
09/16/2015 - 06/24/2016
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
TN
10/11/2010 - 09/15/2015
CURIAN CLEARING, LLC (FRANKLIN TN)
NY
02/13/2009 - 09/29/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
12/04/2006 - 03/06/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/04/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
04/20/2005 - 11/29/2006
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NE
08/04/2004 - 05/19/2005
QA3 FINANCIAL CORP. (OMAHA NE)
ID
08/15/2003 - 07/09/2004
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
CT
01/16/2001 - 02/28/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
06/21/2000 - 01/16/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
05/03/1999 - 05/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/03/1999 - 05/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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