Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott M. Swanson is an investment advisor representative with B.o.s.s. Retirement Advisors, LLC. Scott has experience in the financial services industry, having previously worked at LPL Financial LLC and Northwestern Mutual Investment Services, LLC. Scott holds a Series 66, Series 7TO, and SIE licenses. Scott focuses on serving the needs of high-net-worth individuals and individuals other than high-net-worth, providing financial planning services, and assisting clients with selecting 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.
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
02/03/2022 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
ID
11/30/2021 - 02/11/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOISE ID)
WA
05/27/2021 - 10/15/2021
LPL FINANCIAL LLC (YAKIMA WA)
BOTH
Issued 07/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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