Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse D. Sweet is an active representative registered with LPL Financial LLC. Jesse has been in the industry since August 27, 2024, and has a Series 7TO and SIE license. Jesse is located at 9752 Lantern Road in FISHERS, IN. LPL Financial LLC is a registered investment advisor with over $50 Billion in assets under management and has a client count of 168915. LPL Financial LLC offers a wide range of advisory services including financial planning, portfolio management for businesses, and portfolio management for individuals. Jesse's specializations include: 1, 2, 3, 4, 5, and 6.
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.
Consulting and other non-discretionary advisory services
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
IN
08/28/2024 - Present
LPL Financial LLC (FISHERS IN)
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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