Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jade? Claim Your ProfileJade Valerie Swanson is a financial advisor currently registered with LPL Financial LLC. Jade has been in the industry since October 18, 2012, and is licensed in multiple states including California, Minnesota, Missouri, North Dakota, Texas, Washington, and Wisconsin. Jade holds the Series 7, Series 66, and SIE licenses. Jade is a Certified Financial Planner™ and provides financial planning, investment advisory services, and non-discretionary consulting services to individuals, businesses, and charitable organizations. Jade's previous experience includes working at Waddell & Reed, Inc. in Duluth, Minnesota.
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.
Consulting and other non-discretionary advisory services
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
MN
07/21/2021 - Present
LPL Financial LLC (DULUTH MN)
MN
10/18/2012 - 07/21/2021
WADDELL & REED (DULUTH MN)
BOTH
Issued 02/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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