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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Allen Robertson is an investment advisor representative with Brookstone Wealth Advisors, LLC in Cranberry Township, PA. Sean has been in the industry since 2002 and has experience working with Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., A. G. EDWARDS & SONS, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Citizens Securities, Inc., Securian Financial Services, Inc., and Ameritas Investment Company, LLC. Sean provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Sean holds both Series 63 and Series 66 licenses, as well as Series 7 and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
02/06/2020 - Present
Brookstone Wealth Advisors, LLC (CRANBERRY TOWNSHIP PA)
PA
08/09/2019 - 02/20/2020
AMERITAS INVESTMENT COMPANY, LLC (Cranberry Township PA)
PA
03/13/2019 - 08/13/2019
SECURIAN FINANCIAL SERVICES, INC. (Cranberry Township PA)
PA
11/02/2017 - 01/11/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
PA
07/17/2017 - 10/30/2017
CITIZENS SECURITIES, INC. (BEAVER PA)
MO
11/16/2012 - 07/14/2017
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MO
10/23/2009 - 11/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
MO
03/25/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD MO)
MO
02/08/2002 - 04/01/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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