Unclaimed
Christopher Smith is a financial professional with over 30 years of experience in the industry. Christopher has been active in the securities industry since August 1992, and has held various roles in the industry. Christopher is currently a registered representative with Cetera Investment Advisers LLC, and is licensed to offer investment advice and securities products in Arizona and Idaho. Christopher has extensive experience in financial planning and portfolio management, and is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
ID
03/21/2024 - Present
Cetera Investment Advisers LLC (BONNERS FERRY ID)
AZ
03/12/2004 - 11/13/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PAYSON AZ)
MO
08/12/1992 - 03/16/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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