Patricia Cocozza is a registered investment advisor at First Financial Services, based in Hauppauge, NY, with 30 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan - Fees typically range from $250 to $1000, depending on the specific arrangement reached with the client.
- Hourly Consulting - $150 to $250 per hour for financial planning or consulting services.
Location
38 Kings Highway, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patricia is involved in several business activities, including bookkeeping services, tax preparation as an Enrolled Agent, and notary public services. She also dedicates about half of her time to Patricia A Cocozza LLC, providing bookkeeping services for several clients.
Employment History
Current Registrations
First Financial Services
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.