Unclaimed
Fred Sidney Smith is a registered representative with Coordinated Capital Securities, Inc., having joined the firm on January 4, 2016. Previously, Fred Sidney Smith was registered with Wunderlich Securities, Inc. and NBC Capital Markets Group, Inc. Fred Sidney Smith has been in the securities industry since June 16, 1986. Fred Sidney Smith's specializations include securities, mutual funds, variable products, fixed annuities, and retirement planning. Fred Sidney Smith is registered with the state of Georgia, Mississippi, South Carolina, and Tennessee.
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.
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.
1
2
TN
01/04/2016 - Present
Coordinated Capital Securities, Inc. (MEMPHIS TN)
TN
09/09/2004 - 12/28/2015
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
09/14/1989 - 09/08/2004
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
NA
06/11/1986 - 09/14/1989
AMERISTAR CAPITAL MARKETS, INC.
BC
Issued 03/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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