Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Althea? Claim Your ProfileAlthea Sweeney is a registered representative with J.p. Morgan Securities LLC and has been in the industry since August 28, 2018. Althea has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Althea specializes in a variety of areas including investments, insurance, retirement planning, mutual funds, and variable annuities. Althea is located in Plano, TX, where she serves clients through J.p. Morgan Securities LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
08/29/2018 - Present
J.p. Morgan Securities LLC (Plano TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Althea Sweeney is the right advisor for you? Invested Better is here to help.
