Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Zachary Cole is a registered investment advisor representative with State Farm Investment Management Corp. in Atlanta, GA. Stephen Cole has been in the industry since May 1, 2011. Stephen Cole is licensed to provide investment advice in the state of Georgia and holds the Series 6, 63, 65, and SIE securities licenses. Stephen Cole has been associated with State Farm Investment Management Corp. since August 2018. In addition to Stephen Cole's work as an investment advisor, Stephen Cole also owns and operates Stephen Cole's Insurance Agency. Stephen Cole is an experienced financial professional who can help you achieve your 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.
Strategic management for diversified investment portfolios.
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.
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GA
02/05/2019 - Present
State Farm Investment Management Corp. (Atlanta GA)
IA
Issued 11/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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