Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liset? Claim Your ProfileLiset Acosta is a financial advisor with Edward Jones. Liset has been in the industry since June 2012 and has held prior positions with Northwestern Mutual Investment Services, LLC, Principal Securities, Inc. and Robert W. Baird & Co. Incorporated. Liset has a broad range of experience in the financial services industry and is committed to providing personalized financial advice and investment guidance to her clients. Liset has passed the Series 66, Series 7 and the Series 7TO, SIE exams. Liset's clients include individuals, high-net-worth individuals, partnerships, investment clubs, limited liability companies, charitable organizations, corporations or other businesses, and pension and profit sharing plans. Liset is dedicated to helping her clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
05/30/2023 - Present
Edward Jones (ST LOUIS MO)
WI
02/06/2023 - 02/21/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
06/19/2018 - 10/22/2019
PRINCIPAL SECURITIES, INC. (WAUWATOSA WI)
WI
08/12/2008 - 03/15/2018
ROBERT W. BAIRD & CO. INCORPORATED (RACINE WI)
BOTH
Issued 11/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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