Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Sweeney is a financial advisor who has been in the industry since 1998. Craig is currently a registered representative with J.P. Morgan Securities LLC. Craig has experience working at several firms including RBC Capital Markets Corporation, Lehman Brothers Inc., and Donaldson, Lufkin & Jenrette Securities Corporation. Craig specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
NJ
02/02/2010 - Present
J.p. Morgan Securities LLC (JERSEY CITY NJ)
NY
02/29/2008 - 12/05/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
06/02/2004 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
11/27/2000 - 11/11/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
11/03/2000 - 12/22/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/08/2000 - 12/01/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
01/01/1997 - 02/22/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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