Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Coco is a financial advisor with over 25 years of experience in the industry. Anthony is currently registered with Osaic Wealth, Inc., and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Anthony has a broad range of experience in the financial services industry, having previously worked with VAN ECK SECURITIES CORPORATION, TOWER SQUARE SECURITIES, INC., ALLMERICA INVESTMENTS, INC., AETNA INVESTMENT SERVICES, LLC, OPPENHEIMERFUNDS DISTRIBUTOR, INC., and EVEREN SECURITIES, INC. Anthony is a highly qualified advisor, holding the Series 7, Series 63, and Series 66 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/17/2020 - Present
Osaic Wealth, Inc. (Irvine CA)
NY
06/15/2006 - 05/23/2014
VAN ECK SECURITIES CORPORATION (NEW YORK NY)
CA
02/27/2003 - 12/31/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
04/03/2001 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CT
04/18/2000 - 03/14/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
NY
12/06/1995 - 04/07/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MO
09/30/1992 - 01/18/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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