Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyrus? Claim Your ProfileCyrus Smith is a financial advisor with over 40 years of experience in the industry. Cyrus is registered with Fidelity Personal and Workplace Advisors and holds licenses in both North Carolina and Texas. Cyrus has previously worked with CUSO Financial Services, LP, Scottrade, Inc., E*TRADE SECURITIES LLC, Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., CS First Boston Corporation, Morgan Stanley & Co., Incorporated, E. F. Hutton & Company Inc, and Donaldson, Lufkin & Jenrette Securities Corporation. Cyrus specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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
NC
11/05/2021 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
CA
04/16/2018 - 09/08/2021
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
06/07/2016 - 03/09/2018
SCOTTRADE, INC. (SAN DIEGO CA)
CA
04/18/2011 - 08/06/2015
E*TRADE SECURITIES LLC (SAN DIEGO CA)
CA
06/10/2005 - 06/17/2009
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
NY
06/30/1994 - 06/22/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/07/1989 - 07/13/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
08/18/1986 - 04/13/1989
MORGAN STANLEY & CO., INCORPORATED
NA
07/10/1981 - 08/29/1986
E. F. HUTTON & COMPANY INC
NA
11/27/1978 - 07/22/1981
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
IA
Issued 04/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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