Veska D. Kita

ACI GROUP

Chevy Chase, MD

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CRD#: 4425074

Professional summary

Veska Dimitrova Kita, who also goes by Veska Kita Atanasov, is a registered financial advisor currently at ACI GROUP located in Chevy Chase, Maryland.

Veska is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Veska has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Veska Kita Atanasov

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) ACI GROUP/AMERICAN CAPITAL INVESTMENTS: RIA. 2) THIS IS NOT INVESTMENT RELATED. I BECAME THE TREASURER FOR A NON-PROFIT, CITY WILDLIGE (15 OGLETHORPE STREET NW, WASHINGTON, DC 20011) IN DECEMBER 2011. I GENERALLY DEVOTE ABOUT 10 HOURS PER MONTH ON THIS ACTIVITY. MY DUTIES INCLUDE MANAGING AND BALANCING THE BOOKS, COLLECTING DONATIONS, SENDING COMMUNICATIONS, ATTENDING AND REPORTING AT BOARD MEETINGS, AND ATTENDING FUNDRAISER EVENTS. 3) THIS IS NOT INVESTMENT RELATED. BEGINNING IN 2007, I AM A SHAREHOLDER AND BOARD MEMBER FOR ACCUSTRATA, INC. (387 TECHNOLOGY DRIVE, TAP BUILDING, COLLEGE PARK, MD 20742). I GENERALLY DEVOTE A FEW HOURS PER YEAR TO THIS ACTIVITY BY ATTENDING BOARD MEETINGS AND VOTING ON ALL ISSUES RELATED TO THE COMPANY. THE BUSINESS INVOLVES THIN FILM TECHNOLOGY RELATED TO PROCESS DESIGN, DEVELOPMENT AND OPTIMIZATION FOR A LARGE VARIETY OF APPLICATIONS, INCLUDING AN IN-DEPTH KNOWLEDGE OF DIELECTRICS, METALS, II-VI AND III-V MATERIALS FOR SOLAR AND IR APPLICATIONS AND LOW-LOSS LASER COATINGS FOR UV, VISIBLE AND IR LASERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Veska Dimitrova Kita's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2012 - Present

ACI GROUP

RIA

CRD#: 164780

Chevy Chase, MD

Past

September 28, 2011 - November 4, 2014

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHEVY CHASE, MD

Past

February 12, 2010 - September 7, 2012

AFC ASSET MANAGEMENT SERVICES, INC.

RIA

CRD#: 115737

GAITHERSBURG, MD

Past

December 21, 2007 - October 1, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

FAIRFAX CITY, VA

Past

December 19, 2007 - October 1, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

FAIRFAX CITY, VA

Past

June 20, 2007 - December 11, 2007

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

VIENNA, VA

Past

June 19, 2007 - December 11, 2007

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

VIENNA, VA

Past

September 9, 2004 - June 11, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

VIENNA, VA

Past

September 9, 2004 - June 8, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

September 9, 2004 - June 11, 2007

OSAIC FA, INC.

CRD#: 3978

VIENNA, VA

Past

October 12, 2001 - September 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ROCKVILLE, MD

Past

September 20, 2001 - September 24, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 20, 2001 - September 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(9/24/2012)

IAR

Maryland
(8/8/2012)

IAR

Virginia
(10/31/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/4/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2005

General Securities Principal Examination

Current Firm

ACI GROUP

ACI GROUP | AMERICAN CAPITAL INVESTMENTS GROUP, INC.

CRD#: 164780 / SEC#:

District of Columbia

Registered Investment Advisory firm - (9/24/2012 Approved)

Maryland

Registered Investment Advisory firm - (8/8/2012 Approved)

Virginia

Registered Investment Advisory firm - (10/31/2012 Approved)

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Contact information

Main Address

Chevy Chase, MD

Mailing Address

Phone number

(240) 235-1864

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Veska D. Kita

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Veska Dimitrova Kita's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

AFC ASSET MANAGEMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2001

SIE

Date: 11/4/2014

Series 7

Date: 9/19/2001

Series 24

Date: 10/10/2005

Current Firm

ACI GROUP

Contact information

Documents

Red Flags

Company Information

ACI GROUP

TRUST BUT VERIFY

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