Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rocco? Claim Your ProfileRocco Nicholas Tatasciore is a financial advisor with over 35 years of experience in the financial services industry. Rocco is currently registered with J.W. Cole Advisors, Inc. in Florida. Rocco has held several previous roles with firms such as Securities America, Inc., Investcorp, Inc., and Focus Securities, Inc. Rocco specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and high-net-worth clients. Rocco also offers hourly & fixed rate consulting, educational seminars, and selection of other advisors.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
08/10/2021 - Present
J. W. Cole Advisors, Inc. (Naples FL)
FL
07/17/2020 - 08/06/2021
SECURITIES AMERICA, INC. (BONITA SPRINGS FL)
FL
09/12/1988 - 07/17/2020
INVESTACORP, INC. (BONITA SPRINGS FL)
NA
01/05/1988 - 09/23/1988
FOCUS SECURITIES, INC.
NA
07/15/1987 - 01/11/1988
MONARCH INVESTMENTS INC.
NA
05/18/1987 - 07/06/1987
EXETER SECURITIES CORPORATION
NA
01/29/1986 - 03/27/1987
PRUCO SECURITIES CORPORATION
NA
10/16/1984 - 12/04/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BOTH
Issued 10/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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