Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Dale Swonger is an investment professional who has been in the industry since June 2010. Jeremy is a registered representative of Wells Fargo Advisors Financial Network, LLC and holds licenses in several states. Jeremy has experience with a range of investment products and services, including financial planning, pension consulting, and portfolio management. Jeremy has previously worked with PNC Investments and Cetera Investment Services LLC.
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.
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.
Investment consulting services to institutional clients
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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IN
06/16/2016 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WAYNE IN)
IN
10/16/2015 - 06/06/2016
CETERA INVESTMENT SERVICES LLC (FORT WAYNE IN)
IN
05/01/2015 - 10/05/2015
PNC INVESTMENTS (WARSAW IN)
IN
12/11/2013 - 01/07/2015
PNC INVESTMENTS (WARSAW IN)
IN
02/18/2008 - 01/06/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBIA CITY IN)
IA
Issued 10/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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