WSECU投资管理
乔恩·施瓦兹
接触乔恩
直接: 509.329.9661
办公室: 800.456.3152 x50124
文本: 509.721.7622
分支机构 served: Medical Lake, Spokane, Spokane Division and Spokane Valley
关于乔恩
It’s important to think about your long-term financial goals, no matter where you are in life. The steps you take today will ultimately affect what happens tomorrow.
I’ve been working with clients to help them develop their financial plans and investments for more than 20 years. When we sit down for a personal consultation, I’ll strive to fully understand your needs and long-term goals. 有创新的规划, I’ll acknowledge and identify your investment goals based on your objectives and risk tolerance. I’m committed to helping you plan for your future.
I hold Series 7 and 65 securities registrations through LPL Financial, as well as life and disability insurance licenses.
A lifelong resident of eastern Washington, I love the outdoors, and I’m an avid snow and water skier.
投资专业人士检查
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投资
Securities offered through LPL Financial member 美国金融业监管局/ SIPC. 保险 products offered through LPL Financial or its licensed affiliates. Financial planning 服务 may be offered through Washington State Employees Credit Union d/b/a WSECU投资管理, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory 服务 may be offered through LPL Financial, a registered investment advisor.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU投资管理 is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, 被排除在外, 或获豁免登记. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
WSECU and WSECU投资管理 are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory 服务. 请访问 http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 了解更多详细信息.