Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sweeney is a Registered Representative with PFS Investments Inc. Michael has been in the financial services industry since 2016, working with clients in Rhode Island, Massachusetts, Connecticut, and Florida. Michael Sweeney also holds the Series 6, 26, and 63 securities licenses, as well as the Series 65 Investment Advisor license. In addition to working with PFS Investments Inc., Michael is also a subcontractor for House Dr Home Inspections.
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.
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.
A percentage of the total value of assets under management is charged.
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RI
01/31/2022 - Present
PFS Investments Inc. (JOHNSTON RI)
RI
12/15/2015 - 12/31/2015
PFS INVESTMENTS INC. (JOHNSTON RI)
IA
Issued 01/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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