Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad A. Smith is an investment advisor representative at United Advisors America. Chad A. Smith has been working in the financial services industry since 2016 and has experience with both Allstate Financial Services, LLC and Edward Jones. Chad A. Smith is registered with the state of Arkansas and holds licenses in Series 66, SIE and Series 7. Chad A. Smith also specializes in portfolio management for individuals and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
12/02/2021 - Present
United Advisors America (PROSPER TX)
AR
09/03/2019 - 08/24/2020
ALLSTATE FINANCIAL SERVICES, LLC (Searcy AR)
AR
03/27/2017 - 07/25/2019
EDWARD JONES (NORTH LITTLE ROCK AR)
BOTH
Issued 05/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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