Unclaimed
Jack Netter Smith is a registered representative with Touchstone Advisors Inc., based in Cincinnati, OH. Jack has been in the financial industry since May 2022, holds a Series 66, Series 7TO, and a SIE licenses. Jack is registered as a representative in eight states: Alabama, Florida, Illinois, North Carolina, Ohio, Puerto Rico, and South Carolina. Jack has also been registered with the Investment Advisor Representative (IAR) license in Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/30/2022 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
BOTH
Issued 07/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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