Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jess? Claim Your ProfileJess Mckenney Swick is a financial advisor at Northwestern Mutual Investment Services, LLC. Jess is a registered representative with FINRA and has been in the financial services industry since June 3, 1982. Jess holds the Series 6 and Series 63 licenses. Jess has previously worked at Robert W. Baird & Co. Incorporated. Jess is registered to provide investment advice in 12 states, including California, Arizona, Colorado, Georgia, and Washington.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
06/04/1982 - Present
Northwestern Mutual Investment Services, LLC (CLAREMONT CA)
WI
03/07/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jess Swick is the right advisor for you? Invested Better is here to help.
