Aneta Marta Palica
Investment adviser representative at Infinity Financial Services Advisory
14 yearsExperience
1 stateRegistered in
$174MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Infinity Financial Services AdvisorySep 2026 to now
- Infinity Financial ServicesSep 2022 to now
- UnileverJan 2023 to Apr 2024
- AkzonobelMar 2022 to Dec 2023
- Bnp ParibasOct 2018 to Feb 2022
- State StreetAug 2017 to Sep 2018
- University of Applied Sciences Bfi ViennaFeb 2017 to Sep 2017
- University of Economics In KatowiceOct 2012 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Infinity Financial Services Advisory
Legal name: Gilbert Greg Ria, LLC
$174MAssets managed
657Clients
37Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7948716
- Firm CRD
- 304981