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MS

Michael J. Sweeney

TRADIER BROKERAGE
Charlotte, NC 28277
Some features on this profile are disabled
CRD#: 7454257
MS

Professional summary


Michael John Sweeney, who also goes by Michael Sweeney, is a registered financial professional currently at TRADIER BROKERAGE, INC. located in Charlotte, North Carolina.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2022. Michael has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Sweeney

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael John Sweeney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 28, 2024 - Present

TRADIER BROKERAGE, INC.

Office #1: 3420 Toringdon Way Suite 300, Charlotte, NC 28277Office #2: 3420 Toringdon Way Suite 300, Charlotte, NC 28277
BD
CRD#: 104982
Charlotte, NC
Past

February 2, 2022 - June 14, 2023

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(4/1/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 2/15/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TB
TRADIER BROKERAGE, INC.
ROBBINS SECURITIES, INC. | TRADIER BROKERAGE, INC.

CRD#: 104982 / SEC#: , 8-52972

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
3420 Toringdon Way Suite 300, Charlotte, NC 28277
Mailing Address
3420 Toringdon Way Suite 300, Charlotte, NC 28277
Phone number
(980) 272-3880
Established
Illinois since 09/17/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TRADIER, INC.SHAREHOLDER
BENDER, STEVEN CHRISTOPHERFINOP2650187
LAPTEWICZ, PETER ANDREWPRESIDENT5257627
LEE, PAUL HYUN SEUNGCCO2476746
LEE, PAUL HYUN SEUNGCOO2476746
LEPORE, CHRISTOPHER JAMESROSFP4787660

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRADIER BROKERAGE, INC.

CRD#: 104982Charlotte, NC 28277

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