Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Senta? Claim Your ProfileSenta Curran is an experienced financial advisor with over 28 years of experience in the industry. Senta currently works at Osaic Wealth, Inc., located in Pine Bush, NY. Senta is licensed in both New Jersey and New York to provide investment advice. Senta also holds multiple licenses including Series 6, Series 63, and Series 65. Senta has been with Osaic Wealth, Inc. for less than a year. Before that, Senta worked for Securities America, Inc., Cambridge Investment Research, Inc., and Walnut Street Securities, Inc. among others. Senta specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (PINE BUSH NY)
NY
10/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (PINE BUSH NY)
NY
08/04/2017 - 10/27/2017
NATIONAL PLANNING CORPORATION (PINE BUSH NY)
NY
11/07/2011 - 08/14/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEW WINDSOR NY)
NY
08/01/2003 - 11/11/2011
WALNUT STREET SECURITIES, INC. (PINE BUSH NY)
NY
10/20/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
09/30/1996 - 10/27/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
03/01/1996 - 10/01/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/01/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
NJ
07/27/1994 - 12/06/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/2/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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