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SD

Sonya M. Dean

EMPOWER FINANCIAL SERVICES
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 1035943
SD

Professional summary


Sonya Mae Dean, who also goes by Sonya Mae Dean Clu, Sonya Munford Dean, Sonya Dean, Sonya Mae Munford, Sonya Mae Schley, Sonya Munford Schley, Sonya Schley, is a registered financial professional currently at EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Sonya is registered as a RR (Registered Representative) and started their career in finance in 1982. Sonya has worked at 12 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sonya Mae Dean Clu | Sonya Munford Dean | Sonya Dean | Sonya Mae Munford | Sonya Mae Schley | Sonya Munford Schley | Sonya Schley

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 Sonya Mae Dean'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 4, 2021 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111
BD
CRD#: 13109
Greenwood Village, CO
Past

June 17, 2019 - January 4, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ENFIELD, CT
Past

September 20, 2010 - July 17, 2015

1851 SECURITIES, INC

BD
CRD#: 153006
HARTFORD, CT
Past

February 4, 2009 - September 20, 2010

AXCELUS FINANCIAL DISTRIBUTION COMPANY

BD
CRD#: 38383
HARTFORD, CT
Past

December 17, 1999 - February 4, 2009

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

March 24, 1997 - December 20, 1999

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

March 18, 1994 - June 4, 1996

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

November 11, 1992 - February 16, 1994

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

August 24, 1990 - June 24, 1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

August 24, 1990 - June 24, 1992

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

September 8, 1989 - August 8, 1990

HARTFORD FINANCIAL GROUP, INC.

BD
CRD#: 23748
HARTFORD, CT
Past

June 12, 1989 - September 19, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

February 26, 1982 - June 28, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


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

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
Alabama
(1/4/2021)
RR
Alaska
(1/4/2021)
RR
Arizona
(1/4/2021)
RR
Arkansas
(1/4/2021)
RR
California
(1/4/2021)
RR
Connecticut
(1/4/2021)
RR
Delaware
(1/4/2021)
RR
Georgia
(1/4/2021)
RR
Hawaii
(1/4/2021)
RR
Idaho
(1/4/2021)
RR
Illinois
(1/4/2021)
RR
Indiana
(1/4/2021)
RR
Iowa
(1/4/2021)
RR
Kansas
(1/4/2021)
RR
Kentucky
(1/4/2021)
RR
Maine
(1/4/2021)
RR
Massachusetts
(1/4/2021)
RR
Michigan
(1/4/2021)
RR
Minnesota
(1/4/2021)
RR
Mississippi
(1/4/2021)
RR
Missouri
(1/4/2021)
RR
Montana
(1/4/2021)
RR
Nebraska
(1/4/2021)
RR
Nevada
(1/4/2021)
RR
New Hampshire
(1/4/2021)
RR
New Jersey
(1/4/2021)
RR
New Mexico
(1/4/2021)
RR
New York
(1/4/2021)
RR
North Carolina
(1/4/2021)
RR
North Dakota
(1/4/2021)
RR
Oklahoma
(1/4/2021)
RR
Oregon
(1/4/2021)
RR
Pennsylvania
(1/4/2021)
RR
Rhode Island
(1/4/2021)
RR
South Carolina
(1/4/2021)
RR
South Dakota
(1/4/2021)
RR
Tennessee
(1/4/2021)
RR
Texas
(1/4/2021)
RR
Utah
(1/4/2021)
RR
Vermont
(1/4/2021)
RR
Virginia
(1/4/2021)
RR
Washington
(1/4/2021)
RR
West Virginia
(1/4/2021)
RR
Wisconsin
(1/4/2021)
RR
Wyoming
(1/4/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 7/11/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/17/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EF
EMPOWER FINANCIAL SERVICES, INC.
AMERICAN CAPITAL PLANNING, INC. | MAZER, HOWARD BARRY | GWFS EQUITIES, INC. | EMPOWER FINANCIAL SERVICES, INC. | BENEFITSCORP EQUITIES, INC. | BENEFITS COMMUNICATION CORPORATION

CRD#: 13109 / SEC#: , 8-33854

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


Main Address
8515 E Orchard Road, Greenwood Village, CO 80111
Mailing Address
8525 East Orchard Road 2t3, Greenwood Village, CO, 80111-5002
Phone number
(303) 737-2657
Established
Delaware since 10/12/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICASHAREHOLDER
BARRES, STEPHANIECOMPLIANCE OFFICER2203746
BRETON, HUGOBOARD DIRECTOR8128232
CHRISTOLINI, JOHNCHIEF COMPLIANCE OFFICER4141296
COCHRAN, SHANNON MARIECOMPLIANCE OFFICER4948393
CORDISCO, MEREDITHVP, COMPLIANCE8189199
CRAIG, CASEY RSENIOR VICE PRESIDENT4680712
ETTINGER, ROBERT DANIELFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, VP, TREASURER5593259
HUDSON, BROCKETT RICEASSISTANT SECRETARY6520983
KAVAN, ADAMASSISTANT GENERAL COUNSEL7155499
LINTON, RICHARD HENRY JREXECUTIVE VICE PRESIDENT AND DIRECTOR2107513
MCLEOD, DAVID GEORGEBOARD DIRECTOR3041563
MORRISON, DANIEL ARTHURSENIOR VICE PRESIDENT4078410
PATEL, PALAKSECRETARY7665103
SECOR, STEPHANIE ANNEVP, COMPLIANCE1454139
SMOLEN, JOSEPH MICHAELSENIOR VICE PRESIDENT4100909
STILLMAN, STEVEN JAMESBOARD DIRECTOR4870117
WADDELL, CAROL ELAINECHAIR, PRESIDENT AND CHIEF EXECUTIVE OFFICER4867556

Disclosures


Regulatory Event5
Arbitration1

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


EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109Greenwood Village, CO 80111

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