Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Swanson is a financial advisor at Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Donald has been in the financial industry since 1989 and is currently licensed to provide investment advice in California and Texas. Donald has also previously worked at Farmers Financial Solutions, LLC and other firms. Donald has a variety of designations and licenses, including Series 6, 7, 63, 65, 66 and SIE. He is also a Registered Representative of Edward Jones. Donald specializes in financial planning, investment advice and retirement planning for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
04/29/2024 - Present
Edward Jones (SAN DIEGO CA)
CA
05/29/2003 - 10/06/2022
FARMERS FINANCIAL SOLUTIONS, LLC (SAN DIEGO CA)
IN
03/03/2003 - 06/09/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
12/15/2000 - 08/08/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
06/05/2000 - 06/23/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/05/2000 - 06/23/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/25/1989 - 04/10/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
OH
12/01/1988 - 08/14/1989
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 02/24/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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