Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Anthony Acosta is a financial advisor who has been in the industry since 2008. Donald is a registered representative with Ameriprise Financial Services, LLC and a licensed Investment Advisor Representative in Florida. Donald has a diverse background in the financial services industry, having worked at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC prior to joining Ameriprise Financial Services, LLC. Donald is committed to helping clients reach their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
08/04/2023 - Present
Ameriprise Financial Services, LLC (Clermont FL)
FL
08/28/2012 - 05/24/2019
SUNTRUST INVESTMENT SERVICES, INC. (WINTER PARK FL)
FL
04/09/2008 - 08/23/2012
WELLS FARGO ADVISORS, LLC (TALLAHASSEE FL)
BC
Issued 07/08/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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