Unclaimed
Jane Swift is a financial professional with over 15 years of experience in the industry. Jane is currently registered with Compass Investments LLC and is also licensed in Oregon. Jane holds a Series 7 and Series 66 license and is a Chartered Financial Consultant. Prior to joining Compass Investments LLC, Jane was associated with Northwestern Mutual Investment Services, LLC. Jane specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/01/2025 - Present
Compass Investments LLC (PITTSBURGH PA)
OR
04/18/2007 - 07/10/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORVALLIS OR)
BOTH
Issued 05/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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