ADVISOR BIO

Cole Louis Ricardo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cole is registered with FINRA and the state of California as an investment advisor representative. Cole has been in the financial services industry since July 2023. Cole has a Series 7TO, Series 66 and SIE license. Cole works with individuals, businesses, pension plans, and corporations. Cole also provides investment advisory services including portfolio management for individuals, portfolio management for businesses, research reports and services and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Cole Nolan Ducote is a registered Investment Advisor Representative with Apriem Advisors. Cole is a financial professional who specializes in serving the needs of high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cole has been in the financial industry for over seven years, Cole's approach is focused on providing clients with customized financial plans that meet their unique needs and goals. Cole offers a variety of advisory services, including financial planning, portfolio management, and educational seminars. Cole is a registered Investment Adviser Representative in California.

SPECIALIZATIONS

ADVISOR BIO

Cole Buxton is a registered Investment Advisor Representative with Allworth Financial, LP. Cole is located in Sacramento, California. Cole has passed the Series 7 and Series 65 exams. Cole is a specialist in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Cole has been a registered Investment Advisor Representative since January 2020. Cole has been in the industry since November 1998. Cole has worked at RAA in Dallas, Texas before joining Allworth Financial, LP.

SPECIALIZATIONS

ADVISOR BIO

Cole Benjamin Hahn is a registered representative with J.p. Morgan Securities LLC. Cole has been in the securities industry since August 18, 2013. Cole has Series 7 and Series 63 securities licenses as well as Series 65 investment advisor licenses. Cole is registered to provide securities and investment advisory services in all 50 states, the District of Columbia and Puerto Rico. Cole is currently licensed in California and Texas. Cole is also a licensed investment advisor in California and Texas. Cole is a member of the Financial Industry Regulatory Authority (FINRA). Cole has been with J.p. Morgan Securities LLC since July 2013.

SPECIALIZATIONS

ADVISOR BIO

Cole Jason Strickland is an investment advisor representative with LPL Financial LLC. Cole has been in the industry for over 20 years. Cole holds a Series 7, Series 24, and Series 66. Cole is licensed to practice in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Louisiana, Maine, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Cole also is registered as an investment advisor representative in North Carolina and Texas. Cole has worked with many different types of clients, including individuals, corporations, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Cole Schmitz is a financial advisor currently registered with J.p. Morgan Securities LLC. Cole has been in the financial services industry since 2021. Cole's credentials include passing the Series 7TO, Series 66 and SIE exams. Cole is registered as a broker-dealer in 50 states and is an Investment Advisor Representative in California and Texas. Cole has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Cole Russell Essman is a registered representative with MML Investors Services, LLC, a firm headquartered in Springfield, MA. Cole has been in the industry for a few years and is licensed in California. Cole specializes in providing financial planning, asset allocation programs, educational seminars, and selection of other advisers for individuals and businesses. Cole's focus is on helping clients achieve their financial goals through personalized advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Cole William Heydorff is a financial advisor registered with Ameriprise Financial Services, LLC. Cole's professional experience includes a background in California State Parks and Edison High School. Cole has been in the financial services industry for 2 years and 6 months. Cole has passed the Series 66, Series 7TO, and SIE exams. Cole is registered to offer securities and investment advisory services in California and Idaho.

SPECIALIZATIONS

ADVISOR BIO

Cole Green is a financial advisor with over 3 years of experience in the financial services industry. Cole Green is currently registered with Morgan Stanley in California and Texas. Cole Green has been registered with Morgan Stanley since October 2020. Cole Green was previously registered with UBS Financial Services Inc. and NYLIFE Securities LLC. Cole Green has a Series 6, 7, 9, 63 and 65 license.

SPECIALIZATIONS

ADVISOR BIO

Cole Keller is a financial advisor with Morgan Stanley. Cole has been in the industry since 2024 and has been registered with the Financial Industry Regulatory Authority (FINRA) since August 2024. Cole is registered to provide investment advice in California and Texas. Cole is a Series 66, Series 7TO and SIE licensed advisor. Cole is a registered representative of Morgan Stanley and is licensed to provide investment advisory services. Cole's experience includes providing investment advice to individuals, corporations and other businesses. Cole is committed to providing clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS