Unclaimed
Anita Kurta is a financial professional with over 20 years of experience in the industry. Anita is currently registered with Nylife Securities LLC. Anita has held previous positions with OCM Investments, LLC, Citigroup Global Markets Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and UBS Financial Services Inc. Anita is licensed to conduct business in New Jersey and New York. Anita holds the Series 63, Series 26, SIE, and Series 7 licenses.
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
05/13/2020 - Present
Nylife Securities LLC (NEW YORK NY)
CA
12/14/2018 - 03/01/2019
OCM INVESTMENTS, LLC (LOS ANGELES CA)
NY
03/24/2016 - 07/23/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/01/2009 - 10/27/2015
MORGAN STANLEY (NEW YORK NY)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERSEY CITY NJ)
NJ
12/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (JERSEY CITY NJ)
NJ
06/14/1999 - 12/02/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 09/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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