Unclaimed
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.
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.
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2
CA
12/06/2000 - Present
Kestra Investment Services, LLC (ENCINO CA)
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
Active
Inactive
F
FINRA
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