Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Acosta is a financial advisor with over 17 years of experience in the industry. Raymond currently works for LPL Financial LLC and is registered with FINRA, the state of New York and other states. Raymond has previously worked for CUNA BROKERAGE SERVICES, INC., LIFEMARK SECURITIES CORP., CUSO FINANCIAL SERVICES, L.P. and PFS INVESTMENTS INC. Raymond specializes in providing financial planning, portfolio management and other investment advisory services to a wide range of clients, including individuals, families, businesses and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
05/18/2022 - Present
LPL Financial LLC (Rome NY)
NY
09/09/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Rome NY)
NY
09/01/2011 - 12/31/2017
LIFEMARK SECURITIES CORP. (ROME NY)
NY
09/19/2008 - 09/20/2011
CUSO FINANCIAL SERVICES, L.P. (ROME NY)
GA
03/01/2005 - 10/06/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
11/21/2002 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
NY
03/12/2001 - 05/24/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
08/15/2000 - 01/04/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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