Unclaimed
Curtis Ted Smith is a financial professional with over 37 years of experience in the industry. Curtis is registered with PFS Investments Inc. in Frisco, TX and holds a Series 6 license as well as the SIE exam. Curtis is committed to providing clients with comprehensive 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.
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
03/27/1986 - Present
PFS Investments Inc. (FRISCO TX)
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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