Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiran? Claim Your ProfileKiran Mirza-beg Sweigart is a financial advisor who has been working in the industry since 2010. Kiran currently works for McAdam LLC and is registered with FINRA and the states of Pennsylvania, Delaware, Florida, New Jersey and Texas. Previously, Kiran was registered with VOYA FINANCIAL ADVISORS, INC. Kiran has passed both the Series 7 and Series 66 exams and holds the Series 63 license. Kiran specializes in providing financial planning and investment advice to individuals and businesses. McAdam LLC provides a range of advisory services including financial planning, portfolio management for individuals and businesses and selection of other advisors. The firm primarily works with individuals and businesses, and has a strong focus on clients with high net worth.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
07/18/2023 - Present
McAdam LLC (PHILADELPHIA PA)
PA
09/10/2010 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
BOTH
Issued 07/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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