Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Acosta has been in the financial services industry since 1986. Acosta is a Registered Representative and Investment Advisor Representative. Frank is currently registered with Cetera Investment Advisers LLC. Frank previously worked at VOYA FINANCIAL ADVISORS, INC. and AIG EQUITY SALES CORP., among others. Frank holds a Series 7, 6, 22, 24 and 66 license. Frank is a Certified Financial Planner. Frank is registered in 43 states and is also a registered Investment Advisor in Florida and Texas.
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.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (MIAMI FL)
FL
11/26/1997 - 06/11/2021
VOYA FINANCIAL ADVISORS, INC. (MIAMI FL)
NY
05/04/1995 - 11/21/1997
AIG EQUITY SALES CORP. (NEW YORK NY)
OH
02/16/1993 - 12/17/1993
VESTAX SECURITIES CORPORATION (HUDSON OH)
PA
05/05/1983 - 02/20/1991
CIGNA SECURITIES, INC. (RADNOR PA)
BOTH
Issued 12/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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