Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harli? Claim Your ProfileHarli Danielle Smith is an investment advisor representative with First Command Advisory Services. Harli has been in the securities industry for over 4 years. Harli holds Series 7, 63 and 66 licenses and is registered in Arizona, Nevada, Oregon and Texas. Harli is also a member of the Luke Spouses Club and is the membership chair. In this role, Harli is responsible for managing the membership roster and recruiting new members.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/01/2024 - Present
First Command Advisory Services (FORT WORTH TX)
FL
03/21/2019 - 05/08/2019
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BOTH
Issued 09/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Harli Smith is the right advisor for you? Invested Better is here to help.
