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Cole Koeniger

19 Years of Experience
West New York, NJ
BrokerSells Insurance

Cole Koeniger is a registered investment advisor, based in West New York, NJ, with 19 years of industry experience.

Location

West New York, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Cole is involved in various activities, including fixed and other life insurance sales, marketing financial products, and health insurance sales. He also works as a Senior Vice President at Greenberg and Rapp, focusing on investments and insurance, taking nearly full-time hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.
August 2025 - Present · 11 mos
Raymond James Financial Services Advisors, INC
August 2025 - Present · 11 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
M Holdings Securities, INC.
July 2016 - August 2025 · 9 yrs 1 mo
M Holdings Securities, INC.Broker
July 2016 - August 2025 · 9 yrs 1 mo
Capital Analysts
October 2014 - July 2016 · 1 yr 9 mos
Lincoln Investment
May 2013 - July 2016 · 3 yrs 2 mos
Lincoln InvestmentBroker
May 2013 - July 2016 · 3 yrs 2 mos
Hornor, Townsend & Kent, INC.
June 2012 - May 2013 · 11 mos
Hornor, Townsend & Kent, INC.Broker
July 2011 - May 2013 · 1 yr 10 mos
Hornor, Townsend & Kent, INC.
July 2011 - August 2011 · 1 mo
Park Avenue Securities LLC
September 2009 - June 2011 · 1 yr 9 mos
Park Avenue Securities LLCBroker
September 2009 - June 2011 · 1 yr 9 mos
VALIC Financial Advisors, INC.
December 2007 - August 2009 · 1 yr 8 mos
VALIC Financial Advisors, INC.Broker
July 2006 - August 2009 · 3 yrs 1 mo
State Registrations16 states
AZCODCDEFLGAMAMDNCNJNMNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.