Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Loran Costa is a financial advisor registered with LPL Financial LLC. David has been working in the financial industry since September 1987. David holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. David is also a Certified Financial Planner. David has previous work experience with UBS Financial Services Inc., Marketing One Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and John Hancock Distributors, Inc.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/23/2010 - Present
LPL Financial LLC (VENICE FL)
PA
10/31/1990 - 05/21/2009
UBS FINANCIAL SERVICES INC. (ERIE PA)
OR
12/09/1988 - 10/02/1990
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
03/29/1988 - 06/29/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/29/1988 - 06/29/1988
IDS LIFE INSURANCE COMPANY
NA
11/07/1985 - 12/10/1986
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Costa is the right advisor for you? Invested Better is here to help.
