Unclaimed
Abigail Lynn Smith has been in the financial services industry for over 20 years. Abigail is currently a Registered Representative and Investment Advisor Representative with Steward Partners Investment Solutions, LLC. Prior to joining Steward Partners, Abigail was a Registered Representative with Raymond James Financial Services, Inc., Morgan Stanley, UBS Financial Services Inc. and Wachovia Securities, LLC. Abigail is licensed in 19 states. Abigail is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
MA
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (BOSTON MA)
MA
06/29/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
02/10/2011 - 06/30/2017
MORGAN STANLEY (BOSTON MA)
MA
07/29/2005 - 01/12/2011
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MO
03/21/2002 - 07/29/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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