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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sweeney is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert has over 30 years of experience in the financial services industry. Robert is registered with the state of Pennsylvania and Texas as a Registered Representative and Investment Advisor. Robert has passed the Series 7, Series 63, and Series 65 exams. Robert has experience in the following areas: portfolio management, investment consulting, financial planning, and pension consulting. Robert has worked for several different financial institutions including Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and First Interregional Equity Corp.
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.
Investment consulting services to institutional clients
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.
1
2
DE
04/03/2020 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON DE)
PA
06/01/2009 - 04/02/2014
MORGAN STANLEY (ALLENTOWN PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
MD
07/22/1994 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
03/22/1994 - 05/26/1994
FIRST INTERREGIONAL EQUITY CORP.
NJ
08/11/1992 - 05/26/1994
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
IA
Issued 07/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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