Unclaimed
Waldemar Sender is a financial professional with over 20 years of experience in the industry. Waldemar is currently registered with Clarendon Insurance Agency, Inc. and has been with the firm since September 2018. Prior to joining Clarendon Insurance Agency, Inc., Waldemar held positions at Santander Securities LLC, Raymond James Financial Services, Inc., NI Advisors, Sun Life Financial Distributors, Inc., and MFS Fund Distributors, Inc. Waldemar holds a variety of licenses and qualifications, including Series 6, 7, 24, 26, and 63.
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
MA
09/17/2018 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
MA
06/05/2018 - 09/14/2018
SANTANDER SECURITIES LLC (SUDBURY MA)
VA
01/19/2018 - 03/27/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
CA
06/07/2017 - 12/21/2017
NI ADVISORS (MILPITAS CA)
MA
10/29/2007 - 08/17/2015
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
07/27/1998 - 10/16/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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