Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Sweeney is a financial advisor with Commonwealth Financial Network and has been in the industry since 2001. Frank is registered with both FINRA and the Securities and Exchange Commission. Frank has a Series 7, Series 63, and Series 65 license. Frank's areas of specialization include providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Frank is a certified Financial Planner and has a CFP designation. Frank is also an instructor for Dalton Educational and teaches the CFP Education Program. Frank is a registered investment advisor and has worked with Commonwealth Financial Network since 2016. Frank is located in Lynnfield, MA.
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.
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
MA
02/23/2016 - Present
Commonwealth Financial Network (Lynnfield MA)
MA
04/14/2004 - 07/21/2015
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
RI
01/03/2001 - 03/26/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 04/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Sweeney is the right advisor for you? Invested Better is here to help.
