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 a financial advisor with over 29 years of experience in the industry. Senta is currently registered with Osaic Wealth, Inc. and is located in Pine Bush, New York. Previously Senta was affiliated with Securities America, Inc. in Pine Bush, New York, National Planning Corporation in Pine Bush, New York, Cambridge Investment Research, Inc. in New Windsor, New York, Walnut Street Securities, Inc. in Pine Bush, New York, Nathan & Lewis Securities, Inc. in New York, New York, Cadaret, Grant & Co., Inc. in Syracuse, New York, MML Investors Services, Inc. in Springfield, Massachusetts, G. R. Phelps & Co., Inc. and Pruco Securities Corporation in Newark, New Jersey. Senta has a Series 6, Series 63, and Series 65 license. Senta has earned the Certified Financial Planner and Chartered Financial Consultant designations. Senta offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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