Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbi? Claim Your ProfileBobbi Jo Smith has been a registered representative since July 24, 2001 and is a General Securities Principal. Bobbi Jo is affiliated with Cambridge Investment Research, Inc. and is currently located in Fairfield, IA. Bobbi Jo has passed the Series 7, Series 24, Series 99TO, and SIE exams.
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.
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2
IA
07/24/2001 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
BC
Issued 07/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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