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JO

Joseph J. Ourada

SENTRY EQUITY SERVICES
STEVENS POINT, WI 54481
Some features on this profile are disabled
CRD#: 6167407
JO

Professional summary

Joseph John Ourada is a registered financial professional currently at SENTRY EQUITY SERVICES, INC. located in Stevens Point, Wisconsin.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2013. Joseph has worked at 2 firms and has passed the Series 63, 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 Joseph John Ourada'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 26, 2023 - Present

SENTRY EQUITY SERVICES, INC.

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

July 25, 2013 - June 14, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Appleton, WI

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
Wisconsin
(6/26/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 7/31/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/25/2013
Investment Company Products/Variable Contracts Representative Examination
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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