Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cocozza is an investment advisor representative with Fisher Investments. William is registered to provide investment advice in Florida and Texas. He has been in the financial industry since 1994. William is also a Registered Principal. His experience includes working for Franklin/Templeton Distributors, Inc. and John Hancock Distributors, Inc. William has a Series 6, 7, 24, 26, 63 and 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
05/09/2024 - Present
Fisher Investments (Tampa FL)
FL
07/07/2021 - 11/02/2023
FRANKLIN DISTRIBUTORS, LLC (St. Petersburg FL)
FL
01/13/1998 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MA
01/14/1994 - 10/03/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/14/1994 - 10/03/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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