Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Dacosta is a financial advisor registered with LPL Financial LLC in Iselin, NJ. Ricardo has been in the industry since March 2009 and holds the Series 6, 7, 24, 51 and 66 licenses. Ricardo also holds a Series 63 license for the state of New Jersey. Ricardo also has prior registration with CETERA INVESTMENT SERVICES LLC and FORESTERS FINANCIAL SERVICES, INC.
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.
1
2
NJ
05/05/2021 - Present
LPL Financial LLC (ISELIN NJ)
NJ
06/20/2019 - 05/13/2021
CETERA INVESTMENT SERVICES LLC (ISELIN NJ)
NJ
03/10/2009 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (ISELIN NJ)
BOTH
Issued 04/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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