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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Ronald Cole is a financial advisor with over 40 years of experience in the industry. Cole is currently registered with Cetera Investment Advisers LLC and Senior Financial Advisors, Inc. Cole has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Cole is also a Certified Financial Planner and a Chartered Financial Consultant. Cole has a strong commitment to providing personalized financial advice and 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.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
NA
05/30/1989 - 04/26/1990
DERAND/PENNINGTON/BASS, INC.
IN
07/11/1989 - 10/30/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/11/1989 - 10/30/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
05/03/1988 - 06/13/1989
U.S. ADVISORS, INC.
NA
12/24/1987 - 05/17/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/12/1984 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
07/24/1980 - 01/23/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
04/20/1977 - 07/28/1978
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
04/10/1975 - 06/05/1977
WESTERN RESERVE FINANCIAL SERVICES CORP
IA
Issued 1/6/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/7/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 4/5/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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