Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Lagrand Swenson is a financial professional with over 11 years of experience in the industry. Levi is a registered representative of Northwestern Mutual Investment Services, LLC, and holds the Series 6, 7TO, and SIE licenses. Levi has extensive experience in helping clients with their investment needs, providing advice and services in a variety of financial areas.
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
UT
05/08/2012 - Present
Northwestern Mutual Investment Services, LLC (ST GEORGE UT)
BC
Issued 09/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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