Rocco Tatasciore (CRD# 1306389) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Naples, FL and has over 39 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J.w. Cole Financial, Inc. | Tampa, FL | Aug 2021 - Current | 2 |
J.w. Cole Advisors, Inc. | Tampa, FL | Aug 2021 - Current | 2 |
Securities America, Inc. | Bonita Springs, FL | Jul 2020 - Aug 2021 | 1 |
Securities America Advisors, Inc. | Bonita Springs, FL | Jul 2020 - Aug 2021 | 1 |
Investacorp Advisory Services | Miami Lakes, FL | Oct 2006 - Jul 2020 | 13 |
Investacorp, Inc. | Miami Lakes, FL | Sep 1988 - Jul 2020 | 31 |
Investacorp, Inc. | Miami Lakes, FL | Sep 1988 - Jul 2020 | 31 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1984 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- FL
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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