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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Swantek is a financial advisor with Osaic FA, Inc. based in BLUE BELL, PA. Kevin Swantek has been a registered representative since 2008 and holds the Series 7, Series 66, and SIE licenses. Kevin Patrick Swantek is also a Certified Financial Planner. Kevin Swantek has experience working with individuals, businesses, and charitable organizations. The advisor's areas of specialization include Retirement Planning, Financial Planning, and Insurance and Annuities. Kevin Patrick Swantek is also an agent/broker offering disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
PA
02/02/2022 - Present
Osaic FA, Inc. (BLUE BELL PA)
PA
04/10/2008 - 10/29/2008
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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