Jeffrey SwopeCRD Number: 1857409
Current Firm: Mutual Of Omaha Investor Services, Inc.
Jeffrey Swope (CRD# 1857409) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Harrisburg, PA and has over 29 years of experience in the finance industry. Jeffrey Swope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Mutual Of Omaha Investor Services, Inc.||Harrisburg, PA||May 1987 - Current||30|
|Kirkpatrick, Pettis, Smith, Polian Inc.||Harrisburg, PA||May 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
|S63||Uniform Securities State Law Examination||Jul 1988|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV