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Cynthia V Acosta

Allstate Financial Services, LLC

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About Cynthia V Acosta

Cynthia Acosta is a financial professional with over 9 years of experience in the financial services industry. Cynthia holds Series 6, 63, and SIE licenses. Cynthia is currently registered with Allstate Financial Services, LLC in California. Previously, Cynthia was registered with Park Avenue Securities LLC, Thrivent Investment Management Inc., Allstate Financial Services, LLC, NYLIFE Securities LLC and State Farm VP Management Corp. Cynthia is currently registered with Allstate Financial Services, LLC in California. Cynthia has experience working with a wide range of clients.

Firm Information

Cynthia Acosta is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cynthia Acosta’s Registration & Firm History

CA

09/06/2023 - Present

Allstate Financial Services, LLC (Baldwin Park CA)

CA

03/04/2020 - 06/21/2022

PARK AVENUE SECURITIES LLC (CLAREMONT CA)

CA

03/01/2019 - 01/17/2020

THRIVENT INVESTMENT MANAGEMENT INC. (Costa Mesa CA)

CA

10/27/2017 - 02/28/2019

ALLSTATE FINANCIAL SERVICES, LLC (SHERMAN OAKS CA)

CA

04/27/2016 - 08/28/2017

NYLIFE SECURITIES LLC (San Dimas CA)

IL

09/12/2014 - 01/15/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 09/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia V Acosta.
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