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RS

Robert M. Senne

STONEX FINANCIAL
Chicago, IL 60604
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CRD#: 1692654
RS

Professional summary


Robert Michael Senne, who also goes by Bob Senne, is a registered financial professional currently at STONEX FINANCIAL INC. located in Chicago, Illinois and STONEX SECURITIES INC. located in Chicago, Illinois.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 7 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 3, Series 7, Series 30, Series 4, Series 24, Series 27 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Senne

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 Robert Michael Senne'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

July 2, 2012 - Present

STONEX FINANCIAL INC.

Office #1: 230 South Lasalle Ste. 10-500, Chicago, IL 60604
BD
CRD#: 45993
Chicago, IL
Current

June 20, 2018 - Present

STONEX SECURITIES INC.

Office #1: 230 South Lasalle Suite 10-500, Chicago, IL 60604
BD
CRD#: 18456
Chicago, IL
Past

August 21, 2017 - July 5, 2018

INTL CUSTODY & CLEARING SOLUTIONS INC.

BD
CRD#: 23952
WINTER PARK, FL
Past

December 1, 2016 - July 12, 2017

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL
Past

June 4, 2001 - September 2, 2003

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

August 19, 1996 - April 13, 1998

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

December 22, 1987 - August 14, 1995

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY

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
(6/20/2018)
RR
Alaska
(3/13/2024)
RR
Arizona
(4/12/2023)
RR
California
(10/26/2023)
RR
Colorado
(11/14/2024)
RR
Connecticut
(7/25/2023)
RR
Delaware
(7/31/2024)
RR
Florida
(4/5/2019)
RR
Georgia
(4/12/2023)
RR
Illinois
(7/3/2012)
RR
Iowa
(6/30/2020)
RR
Kansas
(7/7/2020)
RR
Michigan
(5/5/2021)
RR
Nevada
(11/28/2018)
RR
New Jersey
(12/16/2020)
RR
New Mexico
(7/10/2024)
RR
New York
(11/25/2019)
RR
Puerto Rico
(10/8/2020)
RR
Texas
(4/5/2019)
RR
Wisconsin
(4/26/2023)
RR
Wyoming
(8/14/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 7/30/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 12/13/2019
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 4/29/2015
NFA Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/2012
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/17/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SS
STONEX SECURITIES INC.
C G MATON FINANCIAL SERVICES , INC. | STONEX WEALTH MANAGEMENT | STONEX SECURITIES INC. | STERNE AGEE FINANCIAL SERVICES, INC. | SOUTHEAST NETWORK EQUITIES GROUP, INC. | SAL FINANCIAL SERVICES, INC. | SA STONE WEALTH MANAGEMENT INC. | INVESTECH CAPITAL CORPORATION | CAPITAL GROWTH MANAGEMENT INC.

CRD#: 18456 / SEC#: , 8-36638

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


Main Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Mailing Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Phone number
(800) 292-2411
Established
Delaware since 01/22/2002
Firm type
Corporation
Fiscal year end
September
Firm Size
Medium
# of Employees

FINRA licenses (52 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#
STONEX GROUP INC.100% OWNER
BOLTE, DAVID ALBERTSECRETARY2711410
CARTER, JAY WILSONPRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR2412541
DAVISON, STUART ANDREWDIRECTOR7824576
DUNAWAY, WILLIAM JOHNDIRECTOR6505923
HUGO, MARK ERICPOO2177412
LYON, CHARLES MARTINDIRECTOR4000852
MAURER, MARK LDIRECTOR4234406
MCAUSLAN, JAMES BUCHANANDIRECTOR7658964
PARKER, BRIAN LANECHIEF COMPLIANCE OFFICER, ROSFP4635848
PORZIO, JOSEPH JOHNCFO / PFO / FINOP1319702
RICHARDSON, MARCUS BRYANTCHIEF OPERATING OFFICER3037932
SMITH, PHILIP ANDREWDIRECTOR, CHAIRMAN OF THE BOARD4999097

Disclosures


Regulatory Event9
Arbitration4

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


STONEX SECURITIES INC.

CRD#: 18456Chicago, IL 60604

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