Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Acosta is a financial advisor at LPL Financial LLC in Tempe, Arizona. Edgar has over 11 years of experience in the financial services industry. Edgar is registered to provide investment advice in 51 states and the District of Columbia. Edgar is also registered as an investment advisor representative in 9 states. Edgar holds the Series 6, 7, and 66 securities licenses and is also registered with FINRA. Edgar offers financial planning, portfolio management, and consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Edgar has worked at various other financial institutions including BancWest Investment Services, Inc., Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edgar is committed to providing personalized financial advice and helping clients achieve 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.
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
AZ
08/30/2023 - Present
LPL Financial LLC (TEMPE AZ)
AZ
02/05/2021 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
AZ
07/28/2018 - 10/20/2020
MORGAN STANLEY (GILBERT AZ)
AZ
01/26/2012 - 07/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
10/21/2009 - 01/13/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
BOTH
Issued 03/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edgar Acosta is the right advisor for you? Invested Better is here to help.
