Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Swiatlowski is a registered representative with Planmember Securities Corp. Jason has been in the securities industry since June 12, 2009. Jason is also registered with the state of Michigan as an Investment Advisor Representative. Jason's previous experience includes working with Legend Equities Corporation, GWN Securities Inc. and AXA Advisors, LLC. Jason holds Series 66, Series 7 and SIE licenses. Jason works with a variety of clients including individuals, corporations, high-net-worth individuals, pension and profit sharing plans and charitable organizations. Jason provides financial planning, investment management, pension consulting and other services.
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.
Provides investment supervisory 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.
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2
MI
02/22/2016 - Present
Planmember Securities Corp. (Grandville MI)
MI
08/04/2010 - 03/01/2016
LEGEND EQUITIES CORPORATION (GRANDVILLE MI)
MI
02/13/2013 - 02/15/2013
GWN SECURITIES INC. (GRAND RAPIDS MI)
MI
06/12/2009 - 08/06/2010
AXA ADVISORS, LLC (GRAND RAPIDS MI)
BOTH
Issued 07/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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