Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Coccia is a financial advisor with J. W. Cole Advisors, Inc. with over 20 years of experience in the industry. Samuel has worked for various firms, including G.F. Investment Services, LLC, Allied Beacon Partners, Inc., Workman Securities Corporation, Legend Equities Corporation, Olde Economie Financial Consultants, Ltd., MML Investors Services, Inc., and USAllianz Securities, Inc. Samuel is registered in Pennsylvania, Virginia, Washington, and West Virginia. Samuel holds a Series 6, Series 63, and Series 65 license. Samuel also holds the SIE designation. Samuel specializes in providing financial planning, portfolio management, and educational seminars.
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.
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2
PA
04/16/2019 - Present
J. W. Cole Advisors, Inc. (White Oak PA)
PA
06/25/2013 - 04/18/2019
G.F. INVESTMENT SERVICES, LLC (WHITE OAK PA)
PA
10/03/2011 - 06/21/2013
ALLIED BEACON PARTNERS, INC. (MCKEESPORT PA)
PA
09/16/2010 - 09/30/2011
WORKMAN SECURITIES CORPORATION (MCKEESPORT PA)
PA
06/06/2005 - 08/19/2010
LEGEND EQUITIES CORPORATION (MCKEESPORT PA)
PA
03/17/2004 - 05/25/2005
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
MA
07/30/2003 - 09/16/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
11/25/2002 - 07/02/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
05/14/2002 - 10/14/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 11/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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