Unclaimed
Landon R Swallow is a registered investment advisor representative with Hornor, Townsend & Kent, LLC. Landon is also a licensed insurance agent and provides insurance brokerage services through 1847FINANCIAL and ESTATE STRATEGIES INC. Landon has been in the industry since 2020 and holds Series 63 and Series 65 licenses as well as Series 6TO and SIE certifications. Landon specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
03/14/2024 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
MN
09/08/2020 - 09/25/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKE ELMO MN)
IA
Issued 02/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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