Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian James Swanson is a financial professional with over 20 years of experience in the industry. Brian holds a Series 6 and Series 63 license, and is registered in Colorado as a broker. Brian works with individuals and businesses, and specializes in portfolio management. Brian is affiliated with PFS Investments Inc., a firm that provides financial services to individuals and businesses. PFS Investments Inc. has offices in Colorado Springs and other locations throughout the United States.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
10/06/2002 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
BC
Issued 10/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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