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Rosemary V. Coccia

M. S. Howells & Co.

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About Rosemary V. Coccia

Rosemary V. Coccia is a registered representative of M. S. Howells & Co.. Rosemary is a registered professional in the state of Pennsylvania and holds the Series 6, Series 63 and SIE licenses. Rosemary has been in the financial services industry since March 30, 2004. Prior to joining M. S. Howells & Co., Rosemary was affiliated with CADARET, GRANT & CO., INC..

Firm Information

Rosemary Coccia is currently registered with M. S. Howells & Co.. M. S. Howells & Co. is a Corporation that was formed on April 11, 2000. They are registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rosemary Coccia’s Registration & Firm History

PA

02/01/2022 - Present

M. S. Howells & Co. (BLUE BELL PA)

PA

03/05/2004 - 01/05/2022

CADARET, GRANT & CO., INC. (Blue Bell PA)

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Licenses & Designations

BC

Issued 12/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosemary V. Coccia.
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