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Antonio A. Dionizio

SENTRY EQUITY SERVICES
STEVENS POINT, WI 54481
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CRD#: 4561684
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Professional summary


Antonio Anibal Dionizio is a registered financial professional currently at SENTRY EQUITY SERVICES, INC. located in Stevens Point, Wisconsin.

Antonio is registered as a RR (Registered Representative) and started their career in finance in 2015. Antonio has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 6 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) - BD


Click below to view Antonio Anibal Dionizio'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

June 21, 2023 - Present

SENTRY EQUITY SERVICES, INC.

Office #1: 1800 North Point Drive, Stevens Point, WI 54481
BD
CRD#: 5069
STEVENS POINT, WI
Past

October 24, 2022 - June 12, 2023

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

July 8, 2015 - November 17, 2020

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT

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
Connecticut
(6/21/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/14/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/23/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SE
SENTRY EQUITY SERVICES, INC.
SENTRY EQUITY SERVICES, INC.

CRD#: 5069 / SEC#: , 8-15078

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


Main Address
1800 North Point Drive, Stevens Point, WI 54481
Mailing Address
1800 North Point Drive, Stevens Point, WI 54481
Phone number
(715) 346-6000
Established
Delaware since 05/09/1969
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SENTRY INSURANCE A MUTUAL COSHAREHOLDER
DANCZYK, CARLA MARIECHIEF COMPLIANCE OFFICER4711455
GWIDT, PAUL MATTHEWTREASURER6777031
HYLAND, JOHNPRESIDENT7741049
KOVAC, TIMOTHY KENNETHSECRETARY7622917
MCPARTLAND, PETER GEORGEDIRECTOR/CHAIRMAN OF THE BOARD6109531
NIMM, SEANDIRECTOR7978565

Disclosures


Regulatory Event2

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


SENTRY EQUITY SERVICES, INC.

CRD#: 5069Stevens Point, WI 54481

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