Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Donald Smith is a financial advisor with over 30 years of experience in the financial services industry. Christopher Smith is currently registered with Vicus Capital, Inc. and holds Series 6, 62, 63, and 65 licenses as well as the SIE designation. In addition to Vicus Capital, Christopher Smith has previously been registered with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., W.S. Griffith & Co., Inc., and Home Life Insurance Company. Christopher Smith also owns and operates CDGSMITH LLC, an accounting firm.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/15/2006 - Present
Vicus Capital, Inc. (BETHLEHEM PA)
NJ
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BEDMINSTER NJ)
NY
08/06/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
02/13/1989 - 08/06/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
02/13/1989 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 12/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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