Cole Ducote, AIF®

Associate Financial Planner at Apriem Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Irvine, California, United States, US
Skills

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Bio

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Credentials

  • Accredited Investment Fiduciary, AIF®
    Fi360, A Broadridge company
    Oct, 2021
    - Nov, 2024
  • Life and Health Insurance
    California Department of Insurance
    Aug, 2021
    - Nov, 2024

Experience

  • Apriem Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Financial Planner
      • Sep 2021 - Present

  • Seek Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Funding Advisor
      • Nov 2020 - Feb 2021

  • Herc Rentals
    • United States
    • Construction
    • 700 & Above Employee
    • Prosolutions Sales Representative
      • Mar 2020 - Nov 2020

    • Inside Sales Representative
      • Dec 2019 - Mar 2020

    • Senior Sales and Operations Coordinator
      • Jun 2019 - Dec 2019

    • Sales and Operations Coordinator
      • Oct 2018 - Jun 2019

  • Apriem Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor Intern
      • Jul 2016 - Oct 2018

  • R.J. Noble Company
    • United States
    • Construction
    • 1 - 100 Employee
    • Assistant Traffic Coordinator
      • Jun 2014 - Aug 2015

Education

  • Chapman University
    Bachelors of Science in Business Administration, Emphasis in Management, Minor in Political Science
    2014 - 2018
  • Santa Margarita Catholic High School
    Alumni
    2011 - 2014

Community

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