Unclaimed
Cameron Swanson is a financial advisor registered with FINRA and the SEC. Cameron holds the Series 7TO and SIE licenses. Cameron has been in the securities industry since January 6, 2024 and is currently employed with Rothschild Investment LLC. Cameron has a strong record of success in the financial services industry, providing investment advice and portfolio management services to a wide range of clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
01/06/2024 - Present
Rothschild Investment LLC (CHICAGO IL)
BC
Issued 01/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Cameron Swanson is the right advisor for you? Invested Better is here to help.