Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Narendra Srivastava is a financial advisor with over 9 years of experience in the industry. Anita has held positions at Prudential, Merrill Lynch, and Morgan Stanley, where she is currently employed. Anita holds the Series 6, 7, 63, and 65 licenses, as well as the SIE certification. Anita is also a Certified Financial Planner. Anita specializes in providing financial planning, asset allocation advice, and portfolio management for a variety of clients, including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
11/30/2023 - Present
Morgan Stanley (Paramus NJ)
NJ
03/17/2017 - 12/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTVALE NJ)
NJ
11/24/2014 - 03/20/2017
MORGAN STANLEY (Paramus NJ)
NJ
01/16/2014 - 09/24/2014
PRUCO SECURITIES, LLC. (PARAMUS NJ)
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anita Srivastava is the right advisor for you? Invested Better is here to help.
