Michael S. Cocco, CFP®, ChFC® helps individuals planning for retirement implement strategies that empower them to control their financial destiny by utilizing a comprehensive approach to financial planning.
For more than a decade, Mike and his team of planners and service professionals have created customized comprehensive strategies for their clients to improve their financial situation.
Mike and his planning partners are Certified Financial Planner™ professionals. Mike is a Chartered Financial Consultant®, and has attended the AXA Institute at Harvard University, an advanced learning curriculum focusing on Asset Allocation and Wealth Management.
Through the combination of the team's cumulative experience and commitment to strengthening their knowledge base, they have positioned themselves to help their clients reach their investment and financial goals.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Mar 2005 - Current | 19 |
Axa Advisors, LLC | New York, NY | Mar 2005 - Jun 2020 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- CA
- CT
- DE
- FL
- GA
- IL
- ME
- MD
- NH
- NJ
- NM
- NY
- NC
- OR
- PA
- RI
- SC
- UT
- VA
- WA
- WI
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Total Assets Under Management27,251MILLIONS
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Total Number of Accounts77,076ACCOUNTS
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Average Account Value$353,557
- 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
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV, WY
Michael S. Cocco, CFP®, ChFC® is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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