DC
Debra L. Coccoro
PEARSON FINANCIAL SERVICES
Dennis, MA 02638
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CRD#: 6543508
DC
Professional summary
Debra Lynn Coccoro is a registered financial advisor currently at PEARSON FINANCIAL SERVICES located in Dennis, Massachusetts.
Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Debra has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
REAL ESTATE BROKER LICENSE; BREWSTER, MA; MAINTAIN LICENSE FOR RECEIPT OF CLIENT REFERRAL FEES; NO TIME DEVOTED TO THIS ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Debra Lynn Coccoro's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 26, 2015 - Present
PEARSON FINANCIAL SERVICES
Office #1: 586 Main St, Dennis, MA 02638RIA
CRD#: 130143
Dennis, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(8/26/2015)
Exams
Current Firm
PF
PEARSON FINANCIAL SERVICES
PEARSON AND ASSOCIATES, LLC | PEARSON, SETH MICHAEL | PEARSON FINANCIAL SERVICES
CRD#: 130143 / SEC#:
Colorado
Registered Investment Advisory firm - (8/9/2018 Approved)Connecticut
Registered Investment Advisory firm - (3/19/2018 Approved)Florida
Registered Investment Advisory firm - (12/4/2006 Approved)Maine
Registered Investment Advisory firm - (10/23/2007 Approved)Maryland
Registered Investment Advisory firm - (7/31/2024 Approved)Massachusetts
Registered Investment Advisory firm - (11/23/1996 Approved)New Hampshire
Registered Investment Advisory firm - (10/11/2007 Approved)New Jersey
Registered Investment Advisory firm - (9/22/2017 Approved)New York
Registered Investment Advisory firm - (3/30/2018 Approved)Pennsylvania
Registered Investment Advisory firm - (8/12/2024 Approved)Rhode Island
Registered Investment Advisory firm - (8/29/2007 Approved)Texas
Registered Investment Advisory firm - (7/14/2017 Conditional Restricted)Vermont
Registered Investment Advisory firm - (9/18/2007 Approved)Virginia
Registered Investment Advisory firm - (10/19/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
586 Main St, Dennis, MA 02638
Mailing Address
P.o. Box 2041, Dennis, MA 02638
Phone number
(508) 385-7925
Established
Firm type
Fiscal year end
# of Employees
9
Red Flags
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Company Information
PEARSON FINANCIAL SERVICES
CRD#: 130143Dennis, MA 02638TRUST BUT VERIFY
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