Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Robertson is a financial professional with over 9 years of experience in the industry. Sean is currently registered with Mesirow Financial, Inc. in Boston, MA. Sean holds a Series 7, Series 63, Series 24 and Series 79 license, as well as the SIE. Sean has previously worked at BFC Capital LLC and Waterway Capital LLC. Sean has been active in the financial services industry since 2014.
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.
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2
MA
02/18/2020 - Present
Mesirow Financial, Inc. (Boston MA)
MA
05/21/2019 - 02/04/2020
BFC CAPITAL LLC (QUINCY MA)
MA
04/08/2014 - 04/30/2019
WATERWAY CAPITAL LLC (BOSTON MA)
BC
Issued 04/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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