Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Robert Sweeney is a financial advisor registered with Cetera Investment Advisers LLC. Shaun has been in the financial services industry since 2014. Shaun holds the Series 6, 7, 63, and 65 licenses. Shaun is also a Certified Financial Planner. Shaun is currently registered with the state of Pennsylvania and Texas. Shaun has worked at several financial institutions including Foresters Financial Services, Inc. and Cetera Investment Services LLC. Shaun is committed to providing financial advice to individuals, corporations, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/20/2022 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
06/05/2014 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
IA
Issued 8/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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