Cole Peake (CRD# 7807781) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has 1 year of experience in the finance industry.
CRD# 2963357
Hsbc Securities (usa) Inc.
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | East Brunswick, NJ | Feb 2024 - Current | < 1 |
Pruco Securities LLC | East Brunswick, NJ | Jul 2023 - Current | < 1 |
Mexicali Brews | Branchburg, NJ | Jul 2023 - Current | < 1 |
Rutgers University | New Brunswick, NJ | Aug 2019 - Aug 2023 | 4 |
Olde Queens Tavern | New Brunswick, NJ | Aug 2021 - May 2023 | 1 |
Doordash | Flemington, NJ | Jan 2020 - Jul 2021 | 1 |
Healthquest Fitness Center | Flemington, NJ | Aug 2017 - Aug 2020 | 3 |
Hunterdon Central Regional Highschool | Flemington, NJ | Sep 2015 - May 2019 | 3 |
Unemployed | Flemington, NJ | Sep 2013 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NJ
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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