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AP

Aneta M. Palica

INFINITY FINANCIAL SERVICES
Oakland, CA 94607
Some features on this profile are disabled
CRD#: 7948716
AP

Professional summary

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

Aneta is registered as a RR (Registered Representative) and started their career in finance in 2025. Aneta has worked at 1 firm and has passed the Series 99TO, Series 7TO, SIE and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

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

January 14, 2025 - Present

INFINITY FINANCIAL SERVICES

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

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 11/5/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/31/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 28
Date: 5/16/2025
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IF
INFINITY FINANCIAL SERVICES
INFINITY FINANCIAL SERVICES | MAR VISTA INSURANCE AGENCY DBA INFINITY FINANCIAL SERVICES | INFINITY SECURITIES, INC. | INFINITY FINANVIAL SERVICES

CRD#: 144302 / SEC#: , 8-67647

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
212 9th Street Suite 202, Oakland, CA 94607
Phone number
(510) 588-8000
Established
California since 01/17/2007
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GILBERT, GREGORY BURTONPRESIDENT, CHIEF COMPLIANCE OFFICER, SROP/CROP, MUNICIPAL PRINCIPAL3119457
PALICA, ANETA MARTAFINOP7948716

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

INFINITY FINANCIAL SERVICES

CRD#: 144302Oakland, CA 94607

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