Unclaimed
John Acosta is a financial professional with over 10 years of experience in the industry. John is currently a Registered Representative at Citigroup Global Markets Inc. John previously worked at TD Securities (USA) LLC, Deutsche Bank Securities Inc. and Credit Suisse Securities (USA) LLC. John holds the Series 7, Series 72, and Securities Industry Essentials (SIE) licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/25/2018 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
11/02/2015 - 10/25/2018
TD SECURITIES (USA) LLC (NEW YORK NY)
NY
03/13/2015 - 11/04/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/08/2007 - 05/10/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 72 - Government Securities Representative Examination
BC
Issued 03/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX 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.
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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