Unclaimed
Senta Fean is a financial professional with over 17 years of experience in the financial services industry. Currently, Senta is registered with Lion Street Financial, LLC in Pennsylvania. Senta holds Series 7, Series 63, and SIE licenses. Prior to joining Lion Street Financial, LLC, Senta was employed with M Holdings Securities, Inc. and CMS Investment Resources, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
PA
02/24/2023 - Present
Lion Street Financial, LLC (PHILADELPHIA PA)
PA
11/01/2013 - 02/24/2023
M HOLDINGS SECURITIES, INC. (WYNNEWOOD PA)
PA
11/16/2005 - 11/11/2013
CMS INVESTMENT RESOURCES, LLC (WYNNEWOOD PA)
BC
Issued 01/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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