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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Swanson is an Investment Advisor Representative with Kestra Advisory Services, LLC, a firm with offices in Bethesda, MD and Austin, TX. Matthew is a registered representative in 36 states and has been in the industry since 2006. Matthew has a Series 7, Series 63 and Series 65 license, as well as the SIE license. He works with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Matthew provides financial planning, pension consulting, and portfolio management services. Matthew previously worked for LPL Financial LLC and Signator Investors, Inc.
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.
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2
MD
07/27/2023 - Present
Kestra Advisory Services, LLC (BETHESDA MD)
MD
04/12/2010 - 12/31/2013
LPL FINANCIAL LLC (ROCKVILLE MD)
VA
05/21/2008 - 03/15/2010
SIGNATOR INVESTORS, INC. (VIENNA VA)
MD
04/24/2006 - 04/18/2008
MML INVESTORS SERVICES, INC. (BETHESDA MD)
IA
Issued 08/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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