Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sweeney is a financial advisor based in Zionsville, Indiana. He has been working in the financial services industry since 2006 and is currently affiliated with LPL Financial LLC. Timothy has a strong background in investment company products and variable contracts, as evidenced by his Series 6 and SIE licenses. Timothy previously worked with Royal Alliance Associates, Inc. and National Planning Corporation. He has a wide range of experience serving clients in various states, and is committed to providing his clients with comprehensive financial planning services.
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.
Consulting and other non-discretionary advisory services
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
IN
12/17/2021 - Present
LPL Financial LLC (ZIONSVILLE IN)
IN
10/16/2017 - 12/17/2021
ROYAL ALLIANCE ASSOCIATES, INC. (ZIONSVILLE IN)
IN
12/20/2007 - 10/18/2017
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
IN
09/08/2006 - 12/03/2007
AMERICAN GENERAL SECURITIES INCORPORATED (INDIANAPOLIS IN)
BC
Issued 08/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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