Unclaimed
J Theodore Smith is a financial advisor with Citizens JMP Securities, LLC in Boston, Massachusetts. J Theodore Smith is registered with the state of Massachusetts and has been in the industry for more than five years. J Theodore Smith has the following licenses: Series 79, Series 63 and SIE. Prior to joining Citizens JMP Securities, LLC, J Theodore Smith was employed by CITIZENS CAPITAL MARKETS.
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.
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.
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2
MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
03/15/2018 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
BC
Issued 04/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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