Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Cocco is a financial advisor with State Farm Investment Management Corp. Nathan has been in the financial services industry since 2005. Nathan has Series 6, 7, and 65 licenses. Nathan also holds a State Farm Insurance license and runs a small insurance agency in addition to his role as a financial advisor. Nathan is based in Largo, Florida.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/25/2019 - Present
State Farm Investment Management Corp. (Largo FL)
FL
06/01/2012 - 07/07/2014
PARK AVENUE SECURITIES LLC (TAMPA FL)
FL
05/20/2010 - 05/24/2012
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
02/04/2008 - 07/14/2009
STATE FARM VP MANAGEMENT CORP. (TAMPA FL)
FL
06/07/2005 - 08/01/2006
STATE FARM VP MANAGEMENT CORP. (TAMPA FL)
IA
Issued 10/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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