Stephen Cocco (CRD# 5078930) is an Investment Advisor Representative working at Primerica Advisors in Tinton Falls, NJ and has over 18 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hanson Faso Sales & Marketing | Tinton Falls, NJ | Mar 2024 - Current | < 1 |
Cocco Consulting | Tinton Falls, NJ | Jan 2008 - Current | 16 |
Pfs Investments Inc. | Tinton Falls, NJ | Dec 2005 - Current | 18 |
Primerica Financial Services | Tinton Falls, NJ | May 2005 - Current | 18 |
Innovate Foodinc | Tinton Falls, NJ | Apr 2022 - Oct 2023 | 1 |
Good Groceries Company Inc. | Tinton Falls, NJ | Feb 2012 - Oct 2023 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2006 |
S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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