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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian J Swensen is an investment advisor representative at Avantax Advisory Services in Hingham, MA. Brian has been in the financial services industry for over 14 years. Brian is also registered with the state of Massachusetts as an investment advisor representative. Brian's background includes experience with 1st Global Capital Corp., McConnell & Co., Inc., and Avantax Insurance Services. Brian's professional designations include Series 66, Series 7 and SIE. Brian specializes in working with individuals, high net worth individuals, corporations and businesses, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MA
10/25/2019 - Present
Avantax Advisory Services (HINGHAM MA)
MA
09/16/2011 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (HINGHAM MA)
MA
02/25/2009 - 04/21/2011
1ST GLOBAL CAPITAL CORP. (FALL RIVER MA)
BOTH
Issued 03/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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