Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sweeney is a financial advisor with over 10 years of experience in the industry. Brian has a Series 7 and Series 66 licenses, and he is a Certified Financial Planner. Brian currently works with LPL Financial LLC. Brian previously worked with Raymond James Financial Services, PNC Investments, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
12/06/2022 - Present
LPL Financial LLC (COLUMBUS OH)
PA
02/24/2014 - 01/20/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEAVER PA)
OH
08/01/2013 - 01/02/2014
PNC INVESTMENTS (NEW ALBANY OH)
PA
03/05/2012 - 07/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAVER PA)
BOTH
Issued 04/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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