Unclaimed
William Gerard Dacosta is a financial professional with over 20 years of experience in the industry. William is registered with State Farm VP Management Corp. and holds Series 6, Series 63, and SIE licenses. William is registered to provide securities related advice and services in New York. William has been associated with State Farm VP Management Corp. since 07/27/2009 and is located in Huntington, New York.
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.
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.
1
2
NY
05/18/1998 - Present
State Farm VP Management Corp. (HUNTINGTON NY)
BC
Issued 09/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Dacosta is the right advisor for you? Invested Better is here to help.