Unclaimed
Eric Sweeney is an investment advisor representative registered with Steward Partners Investment Advisory, LLC and has been in the industry since 2016. Eric is a Series 7 and Series 66 licensed professional. Eric is licensed to provide investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Nebraska, New Hampshire, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Virginia. Prior to joining Steward Partners Investment Advisory, LLC, Eric was affiliated with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
07/05/2017 - Present
Steward Partners Investment Advisory, LLC (BOSTON MA)
MA
04/27/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
09/28/2016 - 04/28/2017
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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