Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita O'Connor is an investment advisor representative with McManus Cooper based in Irvine, California. Anita has been in the securities industry since 1982 and has held licenses with Securities America, Inc., Associated Securities Corp., and Private Ledger Financial Services, Incorporated. Anita holds a Series 66, Series 7, and SIE license. Anita is also a Certified Financial Planner. Anita's firm, McManus Cooper, specializes in financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor/referral fees
1
2
CA
10/10/2011 - Present
McManus Cooper (IRVINE CA)
CA
12/17/2010 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
CA
02/25/1983 - 04/03/2006
ASSOCIATED SECURITIES CORP. (ANAHEIM CA)
NA
08/26/1982 - 03/15/1983
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BOTH
Issued 03/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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