Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur McSweeney is a financial advisor with Fidelity Personal And Workplace Advisors, located in Merrimack, NH. Arthur has over 4 years of experience in the financial services industry. Arthur has a Series 6, Series 7, Series 63, and Series 65 licenses. Arthur's areas of expertise include portfolio management, financial planning, and educational seminars. Arthur has been registered with Fidelity Personal And Workplace Advisors since July 2021.
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
NH
01/13/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
04/03/2017 - 06/22/2021
CITIZENS SECURITIES, INC. (BEDFORD MA)
IA
Issued 11/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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