Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Cole has been in the financial services industry since 1977 and is a Certified Financial Planner and a Chartered Financial Consultant. Randall is currently registered with Osaic Wealth, Inc. and has previous registrations with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Cigna Financial Advisors, Inc. Randall's experience spans a variety of financial service areas, including providing financial planning, investment management, and insurance services.
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.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
06/01/1998 - 12/22/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
IN
08/30/2001 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
09/18/1984 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
02/01/1977 - 10/26/1983
CIGNA SECURITIES, INC.
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1981
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/28/1980
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/24/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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