Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tasha? Claim Your ProfileTasha Coconis is a financial advisor with over 20 years of experience in the industry. Tasha is a registered representative of Equitable Advisors, LLC and holds multiple professional licenses and designations, including the Series 4, Series 7, Series 24, Series 53, and Series 65 licenses. Tasha previously worked at The Advisors Group, Inc., and has a strong track record of providing financial advice to individuals and families.
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.
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
VA
03/15/2016 - Present
Equitable Advisors, LLC (FALLS CHURCH VA)
MD
03/17/1999 - 05/02/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 03/14/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2009
Series 4 - Registered Options Principal Examination
BC
Issued 05/02/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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