Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jade? Claim Your ProfileJade VINCent Smith is a financial advisor with Cetera Investment Advisers LLC, a firm that manages over $100 billion in assets. Jade has been in the financial industry since 2001 and has a strong track record of providing financial advice to individuals, businesses, and institutions. Jade is registered with the state of Kansas and Texas. Jade is committed to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
06/29/2023 - Present
Cetera Investment Advisers LLC (WICHITA KS)
KS
01/11/2005 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WICHITA KS)
MA
11/05/2001 - 01/06/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 7/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/2/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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