Michael AcostaCRD Number: 6856204
Current Firm: Park Avenue Securities LLC
Michael Acosta (CRD# 6856204) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 3 years of experience in the finance industry. Michael Acosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Park Avenue Securities, LLC||Charlotte, NC||Oct 2017 - Current||3|
|Guardian Life Insurance Co Of America||Charlotte, NC||Sep 2017 - Current||4|
|Diamonds Direct||Charlotte, NC||Sep 2014 - Current||7|
|Adhesion Wealth Advisor Solutions, Inc.||Charlotte, NC||Oct 2013 - Aug 2017||3|
|Odyssey Logistics & Technology||Charlotte, NC||May 2013 - Oct 2013||< 1|
|Unemployed||Charlotte, NE||Aug 2012 - May 2013||< 1|
|Upstate Pool Management||Simpsonville, SC||May 2012 - Aug 2012||< 1|
|Genco Pool's & Spa's||Simpsonville, SC||May 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management7,580MILLIONS
Total Number of Accounts39,245ACCOUNTS
Average Account Value$193,157
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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