Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fabiola? Claim Your ProfileFabiola Acosta is a registered investment advisor with Morgan Stanley. Fabiola has been in the securities industry since June 2023. Fabiola previously worked for J.P. MORGAN SECURITIES LLC, where Fabiola held a position from June 2023 to February 2024. Fabiola is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, 66 and 7 licenses. Fabiola is registered in 53 states and the District of Columbia. Fabiola has a wide range of experience in the financial services industry.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/30/2024 - Present
Morgan Stanley (New York NY)
NY
06/08/2023 - 02/05/2024
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 04/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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