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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn P. Sweeney is a financial advisor with over 22 years of experience in the financial services industry. John has been with Morgan Stanley since 2009 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. John holds the Series 66, Series 7 and SIE licenses and is registered to provide investment advice in over 20 states, including Pennsylvania, Texas, Florida, New York, California and more. John is also a member of the Board of Trustees of the University of Scranton. John's primary focus is on providing investment advice and financial planning services to help 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
10/08/2024 - Present
Morgan Stanley (Scranton PA)
PA
04/02/2007 - 12/15/2008
MORGAN STANLEY & CO. INCORPORATED (SCRANTON PA)
PA
02/15/2001 - 04/02/2007
MORGAN STANLEY DW INC. (SCRANTON PA)
BOTH
Issued 03/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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