Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Swanson is a financial professional with over 30 years of experience in the industry. Michael is currently registered with Innovation Partners LLC in Charlotte, NC. Prior to joining Innovation Partners LLC, Michael has worked with firms such as FSC Securities Corporation, PlanMember Securities Corporation, OneAmerica Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, USAllianz Securities, Inc., PMG Securities Corporation, Investors Brokerage Services, Inc., Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., Washington Square Securities, Inc., and First Investors Corporation.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
07/08/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
MN
01/02/2019 - 06/03/2021
FSC SECURITIES CORPORATION (MANKATO MN)
MN
06/12/2013 - 12/31/2018
PLANMEMBER SECURITIES CORPORATION (MANKATO MN)
MN
08/08/2008 - 03/15/2013
ONEAMERICA SECURITIES, INC. (MANKATO MN)
MN
10/04/2004 - 07/22/2008
METLIFE SECURITIES INC. (MANKATO MN)
MN
10/04/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MANKATO MN)
MN
12/18/2001 - 10/05/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IL
08/01/2000 - 12/18/2001
PMG SECURITIES CORPORATION (ELGIN IL)
IL
05/05/1993 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
07/01/1996 - 09/29/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/11/1993 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
CT
03/16/1990 - 12/31/1992
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
09/07/1989 - 02/13/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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