Sean W. White

EVERLAKE DISTRIBUTORS

Lincoln, NE 68508

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CRD#: 2693043

Professional summary

Sean Walter White, who also goes by Sean Walter White, Sean White, is a registered financial professional currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska.

Sean is registered as a RR (Registered Representative) and started their career in finance in 1996. Sean has worked at 5 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Sean Walter White | Sean White

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 Sean Walter White's 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

October 31, 2022 - Present

EVERLAKE DISTRIBUTORS, LLC

Office #1: 115 Canopy Street Suite 401, Lincoln, NE 68508

CRD#: 100460

Lincoln, NE

Past

January 31, 2002 - May 8, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

July 26, 2001 - January 23, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 26, 2001 - January 23, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

February 2, 2000 - June 20, 2001

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

February 12, 1996 - December 8, 1998

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Nebraska
(1/25/2024)

Exams

State Security Law Exam

Series 63

Date: 1/28/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/8/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/29/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/8/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/1996

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EVERLAKE DISTRIBUTORS, LLC

ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: , 8-52029

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

3100 Sanders Road, Suite 303, Northbrook, IL 60062

Mailing Address

3100 Sanders Road, Suite 303, Northbrook, IL 60062

Phone number

(847) 665-9930

Established

Delaware since 03/05/1999

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
EVERLAKE LIFE INSURANCE COMPANY	PARENT OF BROKER/DEALER
FONTANA, ANGELA KAY	MANAGER	6503740
HARRIGAN, JULIE ANN	TREASURER, CONTROLLER AND FINOP	7159150
JENESKE, PATRICK JOSEPH	CHIEF COMPLIANCE OFFICER	4293015
KENNEDY, REBECCA DIANE	PRESIDENT AND MANAGER	7364296
KIRCHHOFF, THERESE MARIE	AML OFFICER	4548686
LARGEY, TYLER EARL BAXTER	CHAIRMAN OF THE BOARD AND MANAGER	7470407

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Advisor Monitoring

Firm Stability Insights

Sean W. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sean Walter White's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FFP SECURITIES, INC.

FFP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/2023

Series 66

Date: 8/8/2001

Series 6TO

Date: 10/29/2022

SIE

Date: 10/8/2022

Series 7

Date: 2/9/1996

FINRA

Current Firm

EVERLAKE DISTRIBUTORS, LLC

Contact information

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

EVERLAKE DISTRIBUTORS, LLC

TRUST BUT VERIFY

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