Kenneth Swansegar
Registered Representative
Investment Adviser Representative
State Registrations: AL, KY, OH
My goal is to take complicated financial subjects and put them into terms that are understandable. My job is to find financial strategies to meet future needs and tactical solutions to adapt to current life circumstances.
Personal & Professional Qualifications:
Enlisted in the USMC in 1971 and receive an honorable discharge in 1977. Received Associate of Arts in 1981 and Associate of Applied Business from Lakeland Community College in 1983.
Company History:
Series 6 in 3/87; Became a Registered Representative with VALIC in 6/87; Series 63 in 5/97. Registered Representative 12/10 and an Investment Adviser Representative in 1/11.
Company Specialty:
I strive to take the complicated and make it simple. As an independent advisor, there are thousands of products I can use. I try to fit the right product to help solve an individual's problem minding fees and liquidity.
Specialty Services:
- Estate planning
- Retirement planning
- Disability insurance
- Long term care
- Life insurance
- College planning