Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Teresa Acosta is a financial advisor who works with individuals and families. She is registered with Transamerica Financial Advisors, Inc. and has been in the industry since August 2012. She has a Series 63, Series 7 and SIE license. Maria is located in Plano, TX and is currently active in both state and federal securities registration. Maria specializes in retirement planning and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
11/22/2023 - Present
Transamerica Financial Advisors, Inc. (PLANO TX)
TX
08/13/2010 - 11/29/2021
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
BC
Issued 08/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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