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Aneta M. Palica

INFINITY FINANCIAL SERVICES ADVISORY
Sosnowiec,
Some features on this profile are disabled
CRD#: 7948716
AP
Aneta Marta PalicaINFINITY FINANCIAL SERVICES ADVISORY

Professional summary

Aneta Marta Palica is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY and INFINITY FINANCIAL SERVICES located in Oakland, California.

Aneta is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Aneta has worked at 2 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE, Series 24 and Series 28 exams.

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aneta Marta Palica's CRS (Customer Relationship Summary).
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

September 16, 2026 - Present

INFINITY FINANCIAL SERVICES ADVISORY

RIA
CRD#: 304981
Sosnowiec,
Current

January 14, 2025 - Present

INFINITY FINANCIAL SERVICES

Office #1: 212 9th Street Suite 202, Oakland, CA 94607
BD
CRD#: 144302
Oakland, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/16/2026)
IAR
California
(9/16/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
IAR
Series 66
Status Unavailable
Passed: 9/16/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Status Unavailable
Passed: 11/5/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 1/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 7/31/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Status Unavailable
Passed: 3/23/2026
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 28
Status Unavailable
Passed: 5/16/2025
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)
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Contact information

Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
35

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2026)
ADV 2A APPENDIX WRAP BROCHURE (3/31/2026)

Regulatory assets under management

Total Number of Accounts839
AUM (Assets Under Management)$ 173,954,611

Red Flags

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Company Information

INFINITY FINANCIAL SERVICES ADVISORY

CRD#: 304981Sosnowiec

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