Cole Derstein
Wealth Planning Assistant at Kemp Harvest Financial Group | SIE, Series 7, Series 63
- Role
- Wealth Planning Assistant at Kemp Harvest Financial Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Cole Derstein
Securities and advisory services are offered through LPL Financial (LPL), a registered…
Experience
Wealth Planning Assistant
Aug 2024 — Present · Harleysville, PA, US
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPLFinancial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Messiah University
Bachelor of Science - BS, Finance, Financial Analysis
2020 — 2024
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