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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Swenson is an investment advisor representative with Svb Wealth. Douglas has over 30 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 65 securities licenses. Douglas is committed to helping his clients achieve their financial goals. Douglas also has experience in commercial landscaping and tree farming, as well as identity theft recovery.
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.
Planned giving, family office, wealth planning
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.
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FL
01/30/2015 - Present
SVB Wealth (PALM BEACH GARDENS FL)
FL
06/01/2009 - 01/19/2011
WEISS CAPITAL SECURITIES, INC. (JUPITER FL)
FL
04/15/2008 - 05/12/2009
NATIONAL SECURITIES CORPORATION (PALM BEACH GARDENS FL)
FL
09/04/2001 - 04/23/2008
GUNNALLEN FINANCIAL, INC (PALM BEACH GARDENS FL)
MO
02/02/1998 - 09/06/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
10/10/1994 - 02/11/1998
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
MO
01/06/1993 - 10/12/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
GA
01/29/1991 - 12/31/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NY
01/16/1985 - 01/09/1991
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
01/26/1984 - 01/18/1985
APPLE FINANCIAL CORPORATION
IA
Issued 06/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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