Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gardner? Claim Your ProfileGardner Bellamy Smith is a financial professional with over 15 years of experience in the industry. Smith holds a Series 63, Series 50, SIE, Series 79 and Series 52 licenses and is currently registered with Goldman Sachs & Co. LLC. Previously, Smith worked at CITIGROUP GLOBAL MARKETS INC., where they were registered for 14 years. Smith's registration with Goldman Sachs & Co. LLC became effective on April 28th, 2022. Smith is registered as a Broker-Dealer and Municipal Advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
TX
04/28/2022 - Present
Goldman Sachs & Co. LLC (Dallas TX)
TX
09/14/2007 - 04/22/2022
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/24/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/12/2007
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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