Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Adrian Dacosta is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lincoln has been in the industry since 1999 and has a wide range of experience working with clients. Lincoln has experience with high net worth individuals, corporations and businesses, and has a focus on financial planning, pension consulting, and investment consulting services. Lincoln is also a Registered Representative and Investment Advisor Representative. Lincoln has a strong record of success in helping clients achieve their financial goals and is committed to providing personalized service and advice.
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.
Investment consulting services to institutional clients
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
NY
11/20/2019 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
10/01/2012 - 11/15/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/06/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
04/24/2002 - 08/09/2004
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
01/22/1999 - 04/23/2002
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
FL
07/24/1998 - 09/16/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
01/22/1998 - 07/24/1998
THE BOSTON GROUP (LOS ANGELES CA)
NY
10/22/1997 - 01/01/1998
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NY
07/07/1997 - 09/19/1997
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lincoln Dacosta is the right advisor for you? Invested Better is here to help.
