Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lawrence Sweeney is a financial advisor at Truist Advisory Services, Inc. in Charlotte, NC. Christopher has been in the financial services industry since August 2014. Christopher is registered with the state of North Carolina and has passed the Series 66, Series 7TO and SIE exams. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
07/11/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
BOTH
Issued 07/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christopher Sweeney is the right advisor for you? Invested Better is here to help.
