Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Swartwood is an Investment Advisor Representative for M2 Financial LLC based in Sandy, UT. Randy is a registered Investment Advisor in Utah. Randy is a Series 65 licensed individual with a strong focus on financial planning, selection of other advisers, and portfolio management for individuals.
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.
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
UT
11/27/2023 - Present
M2 Financial LLC (SANDY UT)
IA
Issued 04/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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