Carmine Coppola (CRD# 6544482) is an Investment Advisor Representative working at Cornerstone Planning Group in Fairfield, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Planning Group, LLC | Fairfield, NJ | Sep 2022 - Current | 1 |
| Strata Capital Group, LLC | Staten Island, NY | Jul 2018 - Current | 5 |
| Nylife Securities LLC | Saddlebrook, NJ | Aug 2017 - Sep 2022 | 5 |
| Eagle Strategies LLC | Saddle Brook, NJ | Jul 2017 - Sep 2022 | 5 |
| New York Life Insurance Co | Saddlebrook, NJ | Jun 2017 - Sep 2022 | 5 |
| Mml Investors Services, LLC | Staten Island, NY | Mar 2017 - Jul 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Jul 2017 | 1 |
| Metlife Securities | Staten Island, NY | Aug 2015 - Jul 2017 | 1 |
| Casandra Properties | Staten Island, NY | Mar 2015 - Jun 2015 | < 1 |
| Wagner College | Staten Island, NY | Aug 2011 - May 2015 | 3 |
| Drogas | New York, NY | Oct 2014 - Dec 2014 | < 1 |
| H & M International | Kearny, NJ | Jun 2014 - Aug 2014 | < 1 |
| Ippolito Dis | Staten Island, NY | Oct 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- NJ
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts2,367ACCOUNTS
-
Average Account Value$221,086
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, TX
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