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Business Profile

Investment Security

First Security Investments of SWF, LLC
(941) 922-9100
See Hours
Operating Hours
Monday8:30 AM - 4:30 PM
Tuesday8:30 AM - 4:30 PM
Wednesday8:30 AM - 4:30 PM
Thursday8:30 AM - 4:30 PM
Friday8:30 AM - 4:00 PM

About

About This Business

First Security Investments of SWF, LLC is a full service wealth management firm.

Products and Services

Family wealth planning, investment management, tax reduction planning, retirement income and distribution planning, insurance services, and estate planning.

Photos and Videos

Business Details

BBB File Opened:
12/14/2000
Business Started:
5/1/1999
Business Started Locally:
1/11/1990
Business Incorporated:
4/18/2000
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
First Security Investments of Southwest Florida, LLC
Business Management:
Ms. Jonna D. Keller, Owner/Partner

Additional Contact Information

Principal Contacts
Ms. Jonna D. Keller, Owner/Partner
Customer Contacts
Ms. Jonna D. Keller, Owner/Partner
Ms. Deborah Boyer, Operations Manager
Fax numbers
Primary Fax: (941) 929-1400
Additional Phone Numbers
Other Phone: (866) 846-2663

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of D030868 for this business, issued by Department of Financial Services

Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

BBB records show a license number of D064282 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

BBB records show a license number of L069144 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

BBB records show a license number of 1983864 for this business, issued by Florida Office of Financial Regulation

Florida Office of Financial Regulation

101 E Gaines St

Tallahassee FL 32399

BBB records show a license number of 4344114 for this business, issued by Florida Office of Financial Regulation

Florida Office of Financial Regulation

101 E Gaines St

Tallahassee FL 32399

Additional Information

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