Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilberto? Claim Your ProfileGilberto Acosta is a financial advisor currently registered with J.P. MORGAN SECURITIES LLC and has been active in the industry since 2009. Gilberto Acosta is registered in 53 states and has been with this firm since 2015. Gilberto Acosta is also registered with the state of Texas as an Investment Advisor Representative. The advisor has experience in a number of areas, including financial planning, portfolio management, and pension consulting. Gilberto Acosta's firm offers a wide range of services, including portfolio management, investment advisory services, and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/01/2023 - Present
J.p. Morgan Securities LLC (New York NY)
TX
08/14/2003 - 07/25/2005
BANORTE SECURITIES INTERNATIONAL, LTD. (HOUSTON TX)
TX
05/29/2003 - 06/09/2003
VALORES FINAMEX INTERNATIONAL, INC. (MAGNOLIA TX)
TX
11/03/1997 - 01/31/2002
VALORES FINAMEX INTERNATIONAL, INC. (MAGNOLIA TX)
BOTH
Issued 12/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/7/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2015
Series 99 - Operations Professional Examination
BC
Issued 6/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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