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SD

Sean W. Denny

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CRD#: 1946924
SD

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.

Sean Weston Denny, CFP®, who also goes by Sean Denny, was a registered financial professional .

Sean is a previously registered financial professional and started their career in finance in 1989. Sean had worked at 9 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sean Denny

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®
CFP®

Experience


Past

June 27, 2012 - December 31, 2014

WESTON INSURANCE SERVICES AND ASSOCIATES INC

RIA
CRD#: 163366
LAUREL, MD
Past

September 21, 2009 - April 28, 2010

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CLARKESVILLE, MD
Past

September 2, 2009 - April 28, 2010

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CLARKESVILLE, MD
Past

June 9, 2009 - July 7, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ST. LOUIS, MO
Past

April 27, 2009 - July 7, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 10, 2002 - April 8, 2003

NT SECURITIES LLC

BD
CRD#: 45694
CHICAGO, IL
Past

February 9, 1999 - September 25, 2000

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

August 5, 1997 - February 9, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

May 24, 1996 - June 17, 1997

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

June 21, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

June 21, 1989 - July 28, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 6/26/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/18/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WI
WESTON INSURANCE SERVICES AND ASSOCIATES INC
T1 WEALTH ADVISORS | WESTON INSURANCE SERVICES AND ASSOCIATES INC

CRD#: 163366 / SEC#:

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Contact information


Main Address
Laurel, MD
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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

Company Information


WESTON INSURANCE SERVICES AND ASSOCIATES INC

CRD#: 163366

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