Unclaimed
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 at Park Avenue Securities LLC in Addison, Texas. Robert has been in the financial services industry since 1981. Robert has experience working with individual clients and businesses and is registered with the state of Texas as both a broker-dealer and an investment advisor. Robert offers a variety of financial services including financial planning, portfolio management for individuals and investment companies, and educational seminars. Robert is a registered principal with FINRA and holds the Series 7, Series 24, Series 63, and Series 65 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.
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TX
07/20/2016 - Present
Park Avenue Securities LLC (ADDISON TX)
TX
08/28/2014 - 11/12/2015
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
TX
02/13/2007 - 08/29/2014
ALLSTATE FINANCIAL SERVICES, LLC (PLANO TX)
TX
03/28/2005 - 01/25/2007
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
MA
08/22/2003 - 03/24/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
09/01/1997 - 08/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/01/1997 - 08/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
07/02/1990 - 10/11/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/15/1989 - 06/29/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
06/17/1987 - 12/19/1989
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
03/13/1986 - 06/25/1987
SHEARSON LEHMAN BROTHERS INC.
NA
11/23/1985 - 02/19/1986
E. F. HUTTON & COMPANY INC
NA
02/28/1985 - 11/12/1985
TEXVEST SECURITIES CORPORATION
NA
04/08/1981 - 03/16/1984
OPPENHEIMER & CO., INC.
NA
05/01/1979 - 05/07/1981
E. F. HUTTON & COMPANY INC
IA
Issued 01/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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