Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Peca is a registered Investment Advisor Representative with Platform Wealth Advisors and holds the Series 65 license. Anita is a Personal Financial Specialist and has over 25 years of experience in the financial industry. Anita works with individuals, families, trusts, estates, corporations, and pension plans. Anita's areas of expertise include financial planning, investment management, tax planning, and retirement planning. Anita is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
04/09/2024 - Present
Platform Wealth Advisors (HOLLADAY UT)
IA
Issued 09/16/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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