Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gregory Sweet is a financial advisor with Court Place Advisors LLC. James has over 10 years of experience in the financial services industry. James specializes in providing financial planning and portfolio management services to individuals, families, and small businesses. James holds the Series 66, Series 7 and SIE licenses and is also a Certified Financial Planner. James is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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MD
10/25/2019 - Present
Court Place Advisors LLC (Ellicott City MD)
DC
06/19/2017 - 10/16/2019
TD AMERITRADE, INC. (WASHINGTON DC)
VA
09/02/2014 - 05/25/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (MCLEAN VA)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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