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 at LPL Financial LLC. Timothy has been in the financial services industry since 2002. Timothy is registered with FINRA and the state of Massachusetts and South Carolina. Timothy is a licensed Series 6, 7, and SIE. Prior to joining LPL Financial LLC, Timothy worked at Natixis Distribution, L.P., Transamerica Capital, Inc., Van Kampen Funds Inc., Planco Financial Services, LLC and Columbia Funds Distributor, Inc.
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
SC
04/30/2018 - Present
LPL Financial LLC (FORT MILL SC)
MA
04/17/2014 - 03/14/2018
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
CO
01/13/2009 - 04/04/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
09/26/2007 - 02/13/2009
VAN KAMPEN FUNDS INC. (HOUSTON TX)
CT
03/02/2004 - 09/12/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MA
07/09/2002 - 03/08/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BC
Issued 07/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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