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Robert S
Series 63, Series 65
Summerville, SC
Guardian Life
Robert Swindle is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 13 years of industry experience, having worked previously at MML Investors Services and Mass Mutual Life Insurance Company before joining Park Avenue Securities in 2018. He also engages in providing insurance products outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.
Jimmy L
Series 63, Series 65
Summerville, SC
Guardian Life
Jimmy Lewis is a financial advisor with Guardian Life in Summerville, SC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He previously worked at New York Life and Park Avenue Securities, with multiple roles spanning from 2014 to the present. Outside of his advisory work, Lewis serves as an executor of family wills and is involved with Swamp Fox Financial, LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting services.
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