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Our financial advice team


Peter J Cocolaras, Financial Advisor serving the Great Neck, NY area - Ameriprise Advisors

Peter J Cocolaras

Financial Advisor

Managing Director
Pro Standard Private Wealth
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance

Qualifications

  • Series 6,7,24,63
  • Life, Health and Annuity License

Education

  • B. S. Political Science, City University of New York, 1988

Professional associations

  • Financial Planning Association

Previous experience

  • Merrill Lynch, Senior Vice President of Wealth Management, 2012-2021
  • Morgan Stanley Smith Barney, Senior Vice President of Wealth Management, 2005-2012
  • The Dreyfus Corporation, Senior Vice President of Wealth Management, 1993-2005

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Peter is an active member of his church and community. Peter is passionate about participating in fundraising events for children's charities. Inclusive of which are, The Ronald McDonald House, Make-a-Wish Foundation and Toys for Tots.

Interests

  • Spending time with family & friends
  • Golfing
  • Weight training
  • Fishing
  • Cooking
  • Wine making