Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonette? Claim Your ProfileAntonette Kay Swanson is an investment advisor representative, licensed to provide investment advice in Washington. Antonette is registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since February 17, 2012. Antonette has a Series 7 license and a Series 66 license. Antonette has a broad range of experience, having previously worked at U.S. Bancorp Investments, Inc. Antonette's current office is located in Bellingham, Washington, but Antonette also provides advisory services for clients in other states. Antonette is committed to helping clients achieve their financial goals and provides a range of services including financial planning, pension consulting, and portfolio management. Antonette also provides educational seminars and consultations to help clients understand investment concepts and strategies.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
04/05/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bellingham WA)
WA
02/17/2012 - 04/04/2023
U.S. BANCORP INVESTMENTS, INC. (BELLINGHAM WA)
BOTH
Issued 05/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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