Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Anthony Smith is a financial advisor with over 15 years of experience in the industry. Erik Anthony Smith is registered with Cambridge Investment Research Advisors, Inc., and has been with the firm since July 2011. Previously, Erik Anthony Smith was with EDWARD JONES. Erik Anthony Smith holds the Series 66, Series 7 and SIE licenses. Erik Anthony Smith is registered with the states of Alabama, Florida, Georgia, Indiana, Maryland, Michigan, Pennsylvania, Tennessee, Texas, Virgin Islands, Virginia, Washington and Wisconsin. Erik Anthony Smith specializes in providing financial advice to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/08/2023 - Present
Cambridge Investment Research Advisors, Inc. (Jackson MI)
MI
03/17/2008 - 07/06/2011
EDWARD JONES (JACKSON MI)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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