Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cocchia is a financial advisor with Schwab Wealth Advisory, Inc. Andrew has over 18 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and is registered with the state of Arizona as a Registered Investment Advisor. Andrew is dedicated to providing personalized financial planning and investment management services to his clients. Andrew is passionate about helping his clients achieve their financial goals, and he is committed to providing them with the highest level of service. Andrew's previous experience includes working with Vanguard Marketing Corporation. Andrew holds the Series 6, 7, 63 and 66 licenses. He is also licensed in 27 states for Broker-Dealer services. Andrew is a valuable resource for individuals and families looking for comprehensive financial planning and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
02/03/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
04/28/2004 - 01/10/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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