Maria Agosto, financial advisor San Juan PR

Maria Agosto

CRD Number: 2872363
Current Firm: Lincoln Financial Securities Corporation

Maria Agosto (CRD# 2872363) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Juan, PR and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation San Juan, PR Apr 2019 - Current 4
Kovack Securities, Inc. Fort Lauderdale, FL Apr 2013 - Apr 2019 6
Kovack Advisors, Inc. Fort Lauderdale, FL Apr 2013 - Apr 2019 6
Mutual Of Omaha Guaynabo, PR Jun 2003 - Apr 2019 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Maria D. Agosto
Phone Number: 800-237-3813
Registered State(s):
  • PR
  • TX
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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