Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Elizabeth Acosta is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Houston, TX. Janet has been in the securities industry since 2010, and holds the Series 6, Series 7, Series 63, and Series 66 licenses. She is also a registered investment advisor in the state of Texas. Janet has previously worked with AXA Advisors, LLC and Chase Investment Services Corp. She is a specialist in providing portfolio management for individuals and businesses. Janet has a passion for helping families plan their vacations and owns and operates a travel agent business called TripTales by Janet, LLC.
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
07/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
02/25/2013 - 03/28/2013
AXA ADVISORS, LLC (HOUSTON TX)
TX
03/15/2010 - 03/08/2011
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 07/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative 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
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