Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Swanson is a financial professional with over 5 years of experience in the industry. Jeffrey currently holds registrations in all 50 states and the District of Columbia. Jeffrey is a registered representative with Truist Securities, Inc. and has previously been employed at CITIGROUP GLOBAL MARKETS INC.
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.
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.
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2
NY
05/24/2023 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
02/22/2018 - 05/18/2023
CITIGROUP GLOBAL MARKETS INC. (New York NY)
BC
Issued 02/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/22/2018
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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