Unclaimed
Kevin Swanson is a financial professional with over 8 years of experience in the industry. Kevin is currently registered with Foreside Fund Services, LLC and is licensed to provide investment advice in 24 states. Kevin holds the Series 7, Series 24 and Series 63 licenses and has passed the Securities Industry Essentials Examination (SIE). Kevin is passionate about helping individuals achieve their financial goals.
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.
1
2
IL
08/19/2015 - Present
Foreside Fund Services, LLC (Chicago IL)
BC
Issued 09/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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