Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Marie Daguilar is a financial advisor with Oppenheimer & Co. Inc. Anita has been in the industry since 1988 and specializes in retirement, individual, and business portfolio management. Anita also works with pooled investment vehicles. Anita previously worked with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ladenburg, Thalmann & Co., Inc., Morgan, Olmstead, Kennedy & Gardner Incorporated, and Sutro & Co. Incorporated. Anita also holds licenses in Arizona, California, Delaware, Florida, Georgia, Maryland, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
07/15/2013 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CA
07/13/2001 - 07/16/2013
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NY
10/29/1991 - 07/16/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/15/1988 - 10/11/1991
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NA
04/06/1988 - 12/09/1988
MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED
NA
12/22/1987 - 04/18/1988
SUTRO & CO. INCORPORATED
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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