Bravera Bank
Sean Robinson
Investment Advisor Representative
Billings Downtown
123 N Broadway
Billings, MT 59101
About Sean
Originally from Billings, Sean has been working in the financial industry since 2008. With this wealth of experience, he can explain various account structures and investment products that make sense for your situation, identify the right asset allocation or investment mix for your portfolio, establish College Savings plans, handle general investment management and provide life insurance options. “I offer a combination of expertise, personalized strategies and continuous support to help you achieve your financial goals, while providing peace of mind and navigating complex financial situations.” His dad worked in wealth management for 37 years. This experience taught Sean how to take care of clients as well as the importance of managing finances wisely. Like his dad, Sean feels that helping you reach your financial goals is a great way to make a living. He has completed the Series 7 and Series 66 and holds the Montana insurance licenses.
Designations
- Financial Regulatory Authority (FINRA)
Products and services offered through Bravera Wealth are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.
Securities and investment advisory offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Securities products offered by Osaic Wealth, Inc. are not FDIC insured, not deposits or other obligations of the financial institution, not guaranteed and are subject to investment risk and possible loss of principal invested. Bravera is not affiliated with Osaic Wealth, Inc.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™. and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.