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 Sopenoff is a financial advisor with over 18 years of experience in the securities industry. Anita is registered with Silver Oak Securities, Inc. and is currently licensed in New Jersey, Pennsylvania, and Texas. Anita has previously worked at Securities America, Inc., SagePoint Financial, Inc., American General Securities Incorporated, Intersecurities, Inc., and NYLIFE Securities Inc. Anita provides financial planning, pension consulting, and portfolio management services for individuals and businesses. Anita is also a member of the Philadelphia Securities Association.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
03/22/2022 - Present
Silver OAK Securities, Inc. (Voorhees NJ)
NJ
05/30/2019 - 05/26/2022
SECURITIES AMERICA, INC. (VOORHEES NJ)
NJ
10/31/2008 - 06/04/2019
SAGEPOINT FINANCIAL, INC. (VOORHEES NJ)
NJ
01/09/2007 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (VOORHEES NJ)
NJ
07/16/2004 - 01/04/2007
INTERSECURITIES, INC. (VOORHEES NJ)
NY
01/12/2004 - 07/15/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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