Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cole is a financial professional with over 15 years of experience in the industry. Robert is currently registered with Woodmen Financial Services, Inc. and holds Series 6 and 63 licenses. Previously, Robert was registered with MML Investors Services, LLC. Robert specializes in providing financial advice and investment products to clients.
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.
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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2
NE
01/02/2024 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
NY
07/22/2020 - 12/31/2023
MML INVESTORS SERVICES, LLC (PLATTSBURGH NY)
VT
11/09/2007 - 07/02/2020
WOODMEN FINANCIAL SERVICES, INC. (ST. ALBANS VT)
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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