Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McSweeney is a financial advisor with Cambridge Investment Research Advisors, Inc. Timothy has been a financial advisor for over 25 years and has a strong track record of providing personalized financial advice to individuals, families and small businesses. Timothy is committed to helping his clients reach their financial goals by developing customized financial plans. He is also registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 6, 7, 24, 63 and 65 license. In addition to his role as a financial advisor, Timothy is also a licensed real estate agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/10/2025 - Present
Cambridge Investment Research Advisors, Inc. (Palm Desert CA)
CA
03/24/2004 - 04/26/2021
LPL FINANCIAL LLC (ALISO VIEJO CA)
NY
05/05/2003 - 03/04/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
03/12/2001 - 05/02/2003
EDWARD JONES (ST. LOUIS MO)
CA
03/17/1998 - 03/02/2001
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
10/14/1996 - 03/16/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 12/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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