Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regan? Claim Your ProfileRegan Jameson Sweeney is a financial advisor with J.p. Morgan Securities LLC. Regan has been working in the financial services industry since February 2015. Regan has a Series 7, Series 63, and Series 65 licenses and holds registrations in 53 states, including Ohio and Texas. Prior to joining J.p. Morgan Securities LLC, Regan worked at Sanford C. Bernstein & Co., LLC, KeyBanc Capital Markets Inc., and Safeguard Securities, Inc. Regan specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
OH
03/25/2024 - Present
J.p. Morgan Securities LLC (Cleveland OH)
OH
04/05/2019 - 06/11/2021
SANFORD C. BERNSTEIN & CO., LLC (CLEVELAND OH)
OH
06/15/2015 - 03/18/2019
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
OH
01/14/2015 - 06/17/2015
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
IA
Issued 03/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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