Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Swanson is a Certified Financial Planner™ and an Investment Advisor Representative with Quantum Financial Advisors, LLC. Scott has over 7 years of experience in the financial services industry. Scott earned the Series 65 license in 2015. Scott specializes in providing financial planning, portfolio management for individuals and pension consulting services to individuals and families. Scott works with clients in California.
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.
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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CA
01/03/2022 - Present
Quantum Financial Advisors, LLC (Santa Monica CA)
IA
Issued 06/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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