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Michael Waters Costa is a financial advisor professional located in Swampscott, MA. They specialize in financial advisory.
Michael Waters Costa - Nextstep Portfolios Llc holds an active professional license (FINRA CRD) for your protection.
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Michael Waters Costa operates Nextstep Portfolios LLC, a financial advisory firm based in Swampscott, Massachusetts. The business holds a FINRA CRD license (number 7013214), which governs securities and investment advisory activities. The firm provides financial planning and advisory services to clients seeking guidance on investment strategies and portfolio management.
A FINRA CRD license indicates that Michael Waters Costa and Nextstep Portfolios LLC are registered with the Financial Industry Regulatory Authority. This registration means the firm and its representatives are authorized to conduct securities and investment advisory business under FINRA oversight. FINRA maintains strict regulatory standards for firms handling client investments and financial advice, requiring compliance with rules designed to protect investors. The CRD number serves as the firm's unique identifier within FINRA's regulatory database.