Lillian Padula-Coscia, financial advisor Staten Island NY

Lillian Padula-Coscia

CRD Number: 5063367
Current Firm: Prudential Financial Planning Services

Lillian Padula-Coscia (CRD# 5063367) is an Investment Advisor Representative working at Prudential Financial Planning Services in Staten Island, NY and has over 15 years of experience in the finance industry. Lillian Padula-Coscia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pruco Securities, LLC Staten Island, NY Jun 2019 - Current 2
The Prudential Insurance Company Of America Staten Island, NY Jun 2019 - Current 2
Unemployed Staten Island, NY Oct 2017 - Jun 2019 1
Mml Investors Services, LLC Staten Island, NY Mar 2017 - Sep 2017 < 1
Metlife Securities Inc. Staten Island, NY Oct 2014 - Feb 2017 2
Unemployed Staten Island, NY Jul 2014 - Sep 2014 < 1
Burke Financial Strategies Iselin, NJ Jun 2011 - Jun 2014 3
Raymond James Financial Services Advisors, Inc. Iselin, NJ Jan 2009 - Jun 2014 5
Raymond James Financial Services, Inc. Iselin, NJ Nov 2005 - Jun 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Lillian Padula-Coscia
Phone Number: 800-235-7637
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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