Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Sweeney is a registered investment advisor representative with On Investment Management Co. based in Grand Rapids, MI. John has been in the financial services industry for over 22 years and specializes in working with individuals, high-net-worth individuals, corporations, and pension plans. He is also an insurance sales owner for JMS Financial Resource, LLC, and is a licensed agent in Michigan. John is a Series 6, 7, 26, 63, and 65 licensed representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
MI
10/29/2024 - Present
ON Investment Management Co. (GRAND RAPIDS MI)
MI
06/02/2003 - 09/16/2013
FORESTERS EQUITY SERVICES, INC. (GRAND RAPIDS MI)
NY
11/16/2001 - 07/01/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Sweeney is the right advisor for you? Invested Better is here to help.
