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CA Insurance License #4286443
As an Investment Advisor Representative, Cole acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.
“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Licenses
• Graduate of Syracuse University with a degree in Finance and Marketing
• Worked for 5 years as a Private Funds Specialist at Brown Brothers Harriman
• Currently resides in Fairfield, CT
• In his free time, he enjoys skiing and playing golf.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT
Check the background of this registered representative on FINRA’s BrokerCheck