Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Swavely is a financial advisor registered with Commonwealth Financial Network in Warren, NJ and Pottstown, PA. Jaclyn has been in the financial services industry since 2002 and has a strong background in both investment advisory and brokerage services. Jaclyn holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Jaclyn is committed to providing comprehensive financial planning and investment management services to individuals, families, 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.
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.
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.
1
2
NJ
04/15/2024 - Present
Commonwealth Financial Network (Warren NJ)
PA
05/23/2012 - 12/31/2021
APW CAPITAL, INC. (BERWYN PA)
PA
07/29/2008 - 05/24/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)
PA
10/01/2007 - 06/19/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
07/19/2002 - 09/10/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/18/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jaclyn Swavely is the right advisor for you? Invested Better is here to help.
