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Stephen J. Mckenna

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CRD#: 1550464
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Joseph Mckenna was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1987. Stephen had worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 53 and Series 24 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 19, 2003 - December 18, 2015

FIXED INCOME CAPITAL PARTNERS, LLC

BD
CRD#: 123001
WHEATON, IL
Past

August 25, 1994 - September 28, 2000

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

August 2, 1994 - August 24, 1994

WILLIAM BLAIR

BD
CRD#: 1252
Past

June 24, 1987 - August 2, 1994

BMO CAPITAL MARKETS GKST INC.

BD
CRD#: 8352
MINNEAPOLIS, MN

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


State Security Law Exam
RR
Series 63
Date: 7/22/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/11/2002
General Securities Principal Examination

Current Firm


FI
FIXED INCOME CAPITAL PARTNERS, LLC
FIXED INCOME CAPITAL PARTNERS, LLC | OLD TOWN CAPITAL PARTNERS LLC

CRD#: 123001 / SEC#: , 8-65554

BD
Terminated by SEC on 12/18/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 08/27/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HOURIET, PAUL VICTOR IIIFINOP/CFO/EVP1065224
MCKENNA, STEPHEN JOSEPHPRESIDENT & CHIEF EXECUTIVE OFFICER1550464
MOORE, JOHN ALEXANDERSECRETARY/EVP2592366
SINKER, JACQUELINE ELIZABETHSENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER/AML COMPLIANCE OFFICER1471593

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


FIXED INCOME CAPITAL PARTNERS, LLC

CRD#: 123001

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