Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Cole is a financial professional with over 19 years of experience in the financial industry. Randy is registered with PFS Investments Inc., a financial services firm with a strong track record of providing comprehensive financial solutions to individuals, families, and businesses. Randy has earned several professional designations and holds Series 6, 26, and 63 securities licenses. Randy specializes in portfolio management for individuals and is committed 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/21/2004 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
BC
Issued 07/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Randy Cole is the right advisor for you? Invested Better is here to help.
