Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Elaine Cole is a registered representative with Planmember Securities Corp., licensed in Tennessee and Mississippi. Susan has been in the industry since 1987. Susan has previously worked with FINANCIAL NETWORK INVESTMENT CORPORATION, SUNSET FINANCIAL SERVICES, INC., and NATIONWIDE INVESTMENT SERVICES CORPORATION. Susan is also the owner of Cornerstone Financial Services. Susan is able to provide investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
07/30/2012 - Present
Planmember Securities Corp. (Alamo TN)
TN
04/01/2009 - 07/26/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (GADSDEN TN)
TN
04/04/2000 - 04/17/2009
SUNSET FINANCIAL SERVICES, INC. (GADSDEN TN)
OH
07/21/1987 - 04/04/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 07/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Cole is the right advisor for you? Invested Better is here to help.
