Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Neftali Acosta is a financial advisor with J.P. Morgan Securities LLC. David has been in the financial services industry since January 25, 2008. David is registered to provide investment advice in Arizona, California, Florida, Georgia, Illinois, Michigan, Nevada, New York, North Carolina, and Texas. Previously, David was employed by HD Vest Investment Services, USAA Financial Advisors, Inc., and Fidelity Brokerage Services LLC. David is a Series 7, Series 63 and Series 66 licensed representative. David specializes in investment strategies for individuals, high net worth individuals, corporations, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, labor unions, and individuals other than high net worth. David has extensive experience in financial planning, selection of other advisors, and portfolio management for businesses and 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.
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
TX
10/20/2016 - Present
J.p. Morgan Securities LLC (ALLEN TX)
TX
03/25/2015 - 10/14/2016
HD VEST INVESTMENT SERVICES (Irving TX)
TX
04/18/2011 - 02/19/2015
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
11/15/2007 - 03/11/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
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
L
Long-Term Stock Exchange, Inc.
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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