Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Sweeney is an investment advisor representative associated with LPL Financial LLC. Christopher is active in the financial services industry since 1990 and has a strong track record in the field. Christopher has earned Series 6, 7 and SIE licenses, as well as a Series 63. Christopher has a wealth of experience helping individuals and businesses reach their financial goals. Christopher can provide a variety of investment advisory services including financial planning, portfolio management, and educational seminars.
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
09/30/2019 - Present
LPL Financial LLC (TOLEDO OH)
OH
04/18/2012 - 09/25/2019
AMERIPRISE FINANCIAL SERVICES, INC. (TOLEDO OH)
OH
01/20/2006 - 04/18/2012
SIGMA FINANCIAL CORPORATION (TOLEDO OH)
CO
01/01/2004 - 02/09/2006
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
09/17/1997 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
09/12/1990 - 09/26/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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