Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Acacia? Claim Your ProfileAcacia Dominguez Ramos is an experienced financial professional who has been serving clients for over 14 years. Acacia has a strong background in the financial industry, with experience at both TIAA-CREF Individual & Institutional Services, LLC and Chase Investment Services Corp. Acacia is currently affiliated with Momentum Independent Network Inc. and Hilltop Securities Inc., and is licensed to provide financial advice in all 50 states. Acacia specializes in financial planning, educational seminars, and publication of periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
05/25/2023 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
06/23/2011 - 12/14/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
01/01/2009 - 06/17/2011
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
BC
Issued 02/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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