Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Acosta is a financial advisor with Citigroup Global Markets Inc. Armando has been in the industry since April 2009. Armando has a Series 7, Series 9, Series 10 and Series 66 license. Armando is registered with the state of Florida as a broker-dealer and investment advisor. Armando has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Armando has worked with Wells Fargo Advisors, LLC, Mercer Allied Company, L.P., and Goldman, Sachs & Co. in the past.
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.
Asset allocation advice
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.
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2
FL
09/15/2017 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
10/12/2015 - 04/08/2016
WELLS FARGO ADVISORS, LLC (KEY BISCAYNE FL)
FL
04/17/2013 - 02/04/2015
MERCER ALLIED COMPANY, L.P. (MIAMI FL)
NY
03/30/2007 - 04/30/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 04/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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