Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Smith is a financial professional with over 27 years of experience in the industry. David is currently registered with State Farm VP Management Corp. and holds Series 6 and SIE licenses. David has previously worked with THE LEADERS GROUP, INC. and NATIONWIDE SECURITIES, LLC. David has been active in the financial services industry since 1996.
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.
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.
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2
FL
10/21/2022 - Present
State Farm VP Management Corp. (Lake Wales FL)
FL
07/06/2020 - 07/13/2022
THE LEADERS GROUP, INC. (Melbourne FL)
MD
11/13/1995 - 07/01/2020
NATIONWIDE SECURITIES, LLC (CATONSVILLE MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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