Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Abel Acosta is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Elias has been in the securities industry for over nine years, having started his career in 2012. Elias is licensed in 53 states and holds numerous securities licenses including Series 66, Series 10, Series 9, Series 7TO, and SIE. Elias offers a variety of financial services to individuals and businesses, including portfolio management, pension consulting, educational seminars, and selection of other advisors. Elias also owns and manages a rental property in DeSoto, TX.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
07/02/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
BOTH
Issued 07/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elias Acosta is the right advisor for you? Invested Better is here to help.
