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KH

Kevin J. Hanney

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CRD#: 2331766
KH

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.

Kevin John Hanney, CIMA® was a registered financial advisor .

Kevin is a previously registered financial advisor and started their career in finance in 1993. Kevin had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 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®
CIMA®

Experience


Past

March 29, 2019 - November 23, 2020

COMPASS SECURITIES CORPORATION

BD
CRD#: 16168
BRAINTREE, MA
Past

May 11, 2016 - March 16, 2017

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
ST LOUIS, MO
Past

September 17, 2015 - May 23, 2016

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Daytona Beach, FL
Past

October 6, 2011 - September 30, 2013

MARINER GROUP CAPITAL MARKETS, LLC

BD
CRD#: 25878
HARRISON, NY
Past

February 7, 2008 - September 7, 2010

AST INVESTMENT SERVICES, INC.

RIA
CRD#: 108897
SHELTON, CT
Past

January 24, 2008 - September 3, 2010

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

December 2, 1999 - January 4, 2008

PGIM INVESTMENTS LLC

RIA
CRD#: 105670
JACKSONVILLE, FL
Past

March 23, 1999 - December 31, 2007

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
JACKSONVILLE, FL
Past

July 15, 1993 - January 27, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
IAR
Series 65
Date: 1/5/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
COMPASS SECURITIES CORPORATION
COMPASS SECURITIES CORPORATION

CRD#: 16168 / SEC#: , 8-33438

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


Main Address
50 Braintree Hill Park Suite 105, Braintree, MA 02184-8734
Mailing Address
50 Braintree Hill Park Suite 105, Braintree, MA 02184-8734
Phone number
(781) 535-6083
Established
Massachusetts since 11/05/1984
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 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#
COMPASS HOLDING GROUP INCSHAREHOLDER
CHAISSON, SCOTT STEPHENPRESIDENT/CEO2353375
SHANAHAN, TIMOTHY FRANCISDIRECTOR-CHIEF FINANCIAL OFFICER709231
WESCHLER, SUSAN MAUREENCHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER1796103

Disclosures


Regulatory Event1

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


COMPASS SECURITIES CORPORATION

CRD#: 16168

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