Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agustin? Claim Your ProfileAgustin Acosta is an Investment Advisor Representative who has been in the financial services industry since 2000. Agustin is currently registered with J.p. Morgan Securities LLC and has previously worked with Santander Securities LLC, Chase Investment Services Corp., Financial Network Investment Corporation, Gunnallen Financial, Inc, and Continental Broker-Dealer Corp.. Agustin is licensed in multiple states including New York, New Jersey, Florida, and California. Agustin offers financial planning, pension consulting, and selection of other advisors services. Agustin is also registered as a Broker Dealer with the Series 63, Series 65, Series 7, and Series SIE exams.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/24/2021 - Present
J.p. Morgan Securities LLC (WOODHAVEN NY)
NY
03/10/2015 - 04/22/2016
SANTANDER SECURITIES LLC (LONG ISLAND CITY NY)
NY
10/01/2012 - 02/18/2015
J.P. MORGAN SECURITIES LLC (CORONA NY)
NY
11/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CORONA NY)
NY
05/04/2006 - 11/08/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (SYOSSET NY)
NY
01/12/2004 - 05/05/2006
GUNNALLEN FINANCIAL, INC (SYOSSET NY)
NY
03/03/2000 - 01/21/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 09/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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