Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Sweeney is a registered investment advisor representative at The Mather Group, LLC, a firm headquartered in Chicago, Illinois. Laura has been with The Mather Group, LLC since August 2021 and has over 25 years of experience in the financial services industry. Laura has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Laura also holds the Series 63, 65, and 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of total net worth
1
2
IL
08/03/2021 - Present
THE Mather Group, LLC (CHICAGO IL)
NY
03/04/1997 - 05/26/1999
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IA
Issued 04/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Laura Sweeney is the right advisor for you? Invested Better is here to help.
