Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Acosta is a financial advisor with over 20 years of experience in the industry. Cristina is currently registered with AE Wealth Management, LLC and has previously worked at Center Street Securities, Inc., Quest Capital Strategies, Inc., Woodbury Financial Services, Inc., and Hornor, Townsend & Kent, Inc.. Cristina holds a Series 6, 7, 62, 63 and 65 licenses. Cristina is a member of FMT Solutions LLC and is the owner of Acosta Financial Services, LLC DBA Money Wise. Cristina specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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AZ
10/21/2024 - Present
AE Wealth Management, LLC (Scottsdale AZ)
AZ
07/25/2013 - 01/30/2015
CENTER STREET SECURITIES, INC. (SCOTTSDALE AZ)
CA
04/15/2005 - 10/08/2008
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MN
07/06/1994 - 08/15/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
05/02/1994 - 07/06/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 10/11/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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