Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robin Cole is a financial advisor with Stephens, located in CONWAY, AR. William Robin Cole has been in the financial industry for over 20 years. William Robin Cole has a Series 7, Series 31, Series 66, and SIE license. William Robin Cole is also registered with the state of Arkansas. William Robin Cole has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. William Robin Cole is currently registered with Stephens. William Robin Cole can assist with a variety of financial needs including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
04/10/2014 - Present
Stephens (CONWAY AR)
AR
05/22/2000 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONWAY AR)
BOTH
Issued 06/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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