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Anita Louise Kurtz

Kestra Investment Services, LLC

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About Anita Louise Kurtz

Anita Kurtz is a financial professional with over 20 years of experience in the industry. Anita is a Series 7, Series 24, Series 51, and Series 63 licensed professional and holds a SIE designation. Anita is registered with Kestra Investment Services, LLC and is based in Encino, CA.

Firm Information

Anita Kurtz is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Anita Kurtz’s Registration & Firm History

CA

12/06/2000 - Present

Kestra Investment Services, LLC (ENCINO CA)

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Licenses & Designations

BC

Issued 08/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2009

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/31/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anita Louise Kurtz.
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