Unclaimed
Marco F. Acosta is a financial advisor with J.p. Morgan Securities LLC. Marco is based in Madison, NJ and has been in the financial services industry since 1992. Marco is registered with FINRA and the states of New Jersey and Texas. Marco has passed the Series 7, Series 24, Series 63 and Series 66 exams. Marco has been affiliated with J.P. Morgan Securities LLC since November 2014 and has held prior roles at JPMorgan Distribution Services, Inc., Seligman Advisors, Inc. and Josephthal Lyon & Ross Incorporated.
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
NJ
12/19/2018 - Present
J.p. Morgan Securities LLC (MADISON NJ)
NY
01/03/2011 - 10/16/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
09/30/2009 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
05/02/2007 - 11/13/2008
SELIGMAN ADVISORS, INC. (NEW YORK NY)
MN
03/02/1999 - 12/20/2007
SELIGMAN SERVICES, INC. (MINNEAPOLIS MN)
NY
06/20/1997 - 02/23/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
02/22/1995 - 05/06/1997
RAS SECURITIES CORP. (NEW YORK NY)
NY
03/16/1992 - 03/17/1995
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
01/10/1992 - 03/16/1992
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
01/10/1991 - 05/28/1991
ROSENKRANTZ LYON & ROSS INCORPORATED (NEW YORK NY)
BOTH
Issued 05/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1991
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
Not sure Marco Acosta is the right advisor for you? Invested Better is here to help.