Renee J. Cosides
Professional summary
Renee J Cosides, who also goes by Renee J Modugno, is a registered financial professional currently at HEROLD & LANTERN INVESTMENTS, INC. located in Melville, New York.
Renee is registered as a RR (Registered Representative) and started their career in finance in 2001. Renee has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Renee J Cosides's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 11, 2009 - Present
HEROLD & LANTERN INVESTMENTS, INC.
Office #1: 35 Pinelawn Road Suite 101e, Melville, NY 11747Office #2: 35 Pinelawn Road Suite 101e, Melville, NY 11747August 2, 2007 - September 12, 2008
MAXIM GROUP LLC
October 30, 2003 - February 2, 2007
J.P. MORGAN SECURITIES LLC
October 2, 2001 - September 11, 2003
GILFORD SECURITIES INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2024)
(3/11/2009)
(1/2/2024)
(7/25/2023)
(7/25/2023)
(3/11/2009)
(1/2/2024)
(1/2/2024)
(1/2/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
HEROLD & LANTERN INVESTMENTS, INC.
CRD#: 30996 / SEC#: , 8-45285
Contact information
FINRA licenses (51 States and Territories)
Red Flags
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