Cole Martin
Financial Planner at Capstone Wealth Advisors
- Role
- Financial Planner at Capstone Wealth Advisors
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
About Cole Martin
Preparing for the next step in life isn\'t always easy and having the right knowledge is key to a successful financial future. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. Along with a team of professionals, I can provide comprehensive financial strategies and/or focus on one specific area of need to help you achieve your financial freedom.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 3550 Lenox Rd NE #1100, Atlanta, GA 30326I am investment licensed in AZ, FL, GA, NJ, NYI am insurance licensed in AZ, GA, NJ, SC
Experience
Financial Planner
Jul 2023 — Present · Atlanta, GA, US
Education
University of Georgia - Terry College of Business
Bachelor's degree, Finance, General
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.