Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Jeffrey Smoldt is a financial advisor with Schwab Wealth Advisory, Inc. Ethan has been working in the financial industry since July 2018. Ethan holds a Series 66 license and Series 7. Ethan's firm, Schwab Wealth Advisory, Inc. provides financial advice to a range of clients. Ethan is registered with the state of Florida and Texas.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
12/11/2020 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
06/27/2017 - 11/27/2019
CHARLES SCHWAB & CO., INC. (Tampa FL)
BOTH
Issued 07/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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