John Michael Sena JR

John M. Sena

MIKE SENA ADVISORS
Roswell, GA
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CRD#: 5583978
John Michael Sena JR

Professional summary


John Michael Sena JR, CFP®, who also goes by Mike Sena, is a registered financial advisor currently at MIKE SENA ADVISORS, INC. located in Roswell, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike Sena

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.

CRS (Client Relationship Summary) - RIA


Click below to view John Michael Sena JR'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®
CFP®

Experience


Current

June 10, 2021 - Present

MIKE SENA ADVISORS, INC.

RIA
CRD#: 313729
Roswell, GA
Past

September 4, 2015 - April 2, 2021

SUPPORTING YOUR CHOICES INC.

RIA
CRD#: 125367
HAVANA, FL
Past

September 23, 2008 - December 31, 2015

WHITE STREET ADVISORS

RIA
CRD#: 147669
CANTON, GA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/10/2021)

Exams


State Security Law Exam

Current Firm


MS
MIKE SENA ADVISORS, INC.
MIKE SENA ADVISORS, INC.

CRD#: 313729 / SEC#:

Georgia
Registered Investment Advisory firm - (6/10/2021 Approved)
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Contact information


Main Address
Roswell, GA
Mailing Address
Phone number
(404) 569-6612
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts44
AUM (Assets Under Management)$ 16,577,741

Red Flags


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Company Information


MIKE SENA ADVISORS, INC.

CRD#: 313729Roswell, GA

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