Unclaimed
Sean O'neil Robnett has been a registered investment advisor since 1993 and has a diverse background in the industry. Sean has worked for a number of firms, including Princor Financial Services Corporation, John Hancock Distributors, Inc., and Cohlig & Associates, Inc. Currently, Sean is a financial advisor with BNY Mellon Securities Corporation. Sean specializes in working with individuals and businesses. Sean is registered in 51 states and the District of Columbia.
Boca Raton, FL
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/26/2002 - Present
BNY Mellon Securities Corp. (Boca Raton FL)
IA
09/06/1996 - 11/13/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
08/06/1994 - 09/17/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/06/1994 - 09/17/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CO
02/28/1994 - 05/10/1994
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
NY
07/15/1993 - 02/24/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
06/16/1993 - 07/19/1993
DOMESTIC CAPITAL INCORPORATED
IA
Issued 3/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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