Samuel DiCocco, APMA™

Financial Advisor & Vice President at Lionheart Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Accredited Portfolio Management Advisor™ or APMA™ Professional Designation
    College for Financial Planning
  • Series 63
    FINRA
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Lionheart Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor & Vice President
      • Feb 2021 - Present

      Helping my clients achieve financial independence through comprehensive financial planning and coaching. Helping my clients achieve financial independence through comprehensive financial planning and coaching.

  • Equitable Advisors
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Jan 2019 - Jan 2021

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth and Investment Management Intern
      • Jun 2017 - Aug 2017

Education

  • Penn State University
    Bachelor of Science - BS, Finance
  • Morris Catholic High School
    Alumni

Community

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