Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Acosta is a registered investment advisor representative in Texas. Stephanie has been in the securities industry since 2019. Stephanie is currently employed by Dominion Portfolio Management, Inc.. Stephanie is a Series 66, 7TO, and SIE licensed professional. Stephanie is also a licensed insurance agent.
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.
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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2
TX
09/11/2020 - Present
Dominion Portfolio Management, Inc. (JASPER TX)
TX
09/27/2019 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (JASPER TX)
BOTH
Issued 09/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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