Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter J. Cocolaras is an investment advisor representative registered with Ameriprise Financial Services, LLC. Peter has been in the financial industry for over 29 years and has a broad range of experience with various financial products and services. Peter has passed the Series 6, 7, 24, 63, and 65 exams, and is also registered in several states. Peter is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Asset allocation services
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
NY
07/16/2021 - Present
Ameriprise Financial Services, LLC (Great Neck NY)
NY
06/08/2012 - 07/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/01/2009 - 06/25/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/04/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
01/13/2003 - 04/06/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
10/11/1993 - 12/09/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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