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EX

Emanuel J. Xenick

SEQUENCE FINANCIAL SPECIALISTS LLC
Tampa, FL
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CRD#: 2477847
EX

Professional summary


Emanuel John Xenick, who also goes by Mike Xenick, is a registered financial professional currently at SEQUENCE FINANCIAL SPECIALISTS LLC located in Tampa, Florida.

Emanuel is registered as a RR (Registered Representative) and started their career in finance in 1994. Emanuel has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Xenick

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 Emanuel John Xenick'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

September 13, 2017 - Present

SEQUENCE FINANCIAL SPECIALISTS LLC

BD
CRD#: 132915
Tampa, FL
Past

February 27, 2017 - July 18, 2017

GLOBAL ALLIANCE SECURITIES LLC

BD
CRD#: 167164
Tampa, FL
Past

March 12, 2013 - February 28, 2017

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
TAMPA, FL
Past

June 27, 2008 - February 15, 2013

LCG CAPITAL ADVISORS, LLC

BD
CRD#: 129311
TAMPA, FL
Past

September 11, 2002 - January 30, 2008

ATLANTIC AMERICAN CAPITAL ADVISORS, LLC

BD
CRD#: 111760
TAMPA, FL
Past

August 3, 1994 - September 12, 2002

COMMUNICATIONS EQUITY ASSOCIATES, LLC

BD
CRD#: 13382
TAMPA, FL

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
(10/15/2021)
RR
Alaska
(10/15/2021)
RR
Arizona
(10/15/2021)
RR
Arkansas
(10/15/2021)
RR
California
(8/30/2018)
RR
Colorado
(10/15/2021)
RR
Connecticut
(10/15/2021)
RR
Delaware
(10/15/2021)
RR
District of Columbia
(10/15/2021)
RR
Florida
(10/11/2017)
RR
Georgia
(10/15/2021)
RR
Hawaii
(10/15/2021)
RR
Idaho
(10/15/2021)
RR
Illinois
(10/15/2021)
RR
Indiana
(10/15/2021)
RR
Iowa
(10/15/2021)
RR
Kansas
(10/15/2021)
RR
Kentucky
(10/15/2021)
RR
Louisiana
(10/15/2021)
RR
Maine
(10/15/2021)
RR
Maryland
(10/15/2021)
RR
Massachusetts
(10/15/2021)
RR
Michigan
(10/15/2021)
RR
Minnesota
(10/15/2021)
RR
Mississippi
(10/15/2021)
RR
Missouri
(10/15/2021)
RR
Montana
(10/15/2021)
RR
Nebraska
(10/15/2021)
RR
Nevada
(10/15/2021)
RR
New Hampshire
(8/3/2021)
RR
New Jersey
(10/15/2021)
RR
New Mexico
(10/15/2021)
RR
New York
(10/15/2021)
RR
North Carolina
(10/15/2021)
RR
North Dakota
(10/15/2021)
RR
Ohio
(10/15/2021)
RR
Oklahoma
(10/15/2021)
RR
Oregon
(10/15/2021)
RR
Pennsylvania
(10/15/2021)
RR
Rhode Island
(10/15/2021)
RR
South Carolina
(10/13/2017)
RR
South Dakota
(10/15/2021)
RR
Tennessee
(10/15/2021)
RR
Texas
(10/15/2021)
RR
Utah
(10/15/2021)
RR
Vermont
(10/15/2021)
RR
Virginia
(10/15/2021)
RR
Washington
(10/15/2021)
RR
West Virginia
(10/15/2021)
RR
Wisconsin
(10/15/2021)
RR
Wyoming
(10/15/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SF
SEQUENCE FINANCIAL SPECIALISTS LLC
INVESTAMERICA | WRSEQUENCE, LLC | SEQUENCE INVESTMENT PARTNERS, LLC | SEQUENCE INVESTMENT PARTNERS, INC. | SEQUENCE FINANCIAL SPECIALISTS LLC

CRD#: 132915 / SEC#: , 8-66657

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


Main Address
181 E. Evans Street Ste C1, Florence, SC 29506
Mailing Address
181 E. Evans Street Ste C1, Btc-001, Florence, SC 29506
Phone number
(843) 319-9100
Established
South Carolina since 04/15/2005
Firm type
Limited Liability Company
Fiscal year end
December
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#
SEQUENCE HOLDINGS LLCOWNER
ANDRES, SARA JANEMANAGING PRINCIPAL2985300
GRAHAM, ANDREA JONESCOO6090670
LAVENDER, STACEY LYNNCCO4365033
SCHAPS, MICHAEL ROBERTFINOP1892138

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


SEQUENCE FINANCIAL SPECIALISTS LLC

CRD#: 132915Tampa, FL

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