Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Clark Swenson is a financial advisor with Alden Investment Group, a firm based in Wayne, PA. John has been in the financial services industry since 1999 and has a broad range of experience working with individuals and businesses. John is committed to providing his clients with personalized financial advice and investment management services. John is registered to provide investment advice in Colorado and Pennsylvania and also holds Series 6, 7, 63, 65, and 66 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/22/2022 - Present
J. Alden Associates, Inc. (WAYNE PA)
CO
02/28/2011 - 12/03/2021
NYLIFE SECURITIES LLC (DENVER CO)
WI
01/08/2010 - 02/07/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (MADISON WI)
WI
10/30/2002 - 01/17/2008
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
01/18/2000 - 06/08/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
NJ
07/08/1996 - 08/18/1999
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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