Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey a? Claim Your ProfileJeffrey a Smith is a financial advisor with over 17 years of experience in the financial services industry. Jeffrey a has been registered with the Securities and Exchange Commission (SEC) since 2004. Jeffrey a is currently registered with Adamsbrown Wealth Consultants LLC and previously worked for LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC. and CITIGROUP GLOBAL MARKETS INC. Jeffrey a's professional designations include Series 7, Series 63, Series 65, and SIE. Jeffrey a specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jeffrey a is also a licensed insurance agent and has experience working with a variety of clients including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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
07/29/2020 - Present
Adamsbrown Wealth Consultants LLC (WICHITA KS)
KS
07/05/2011 - 07/14/2020
LPL FINANCIAL LLC (WICHITA KS)
KS
11/17/2006 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)
KS
09/16/2004 - 11/17/2006
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
IA
Issued 10/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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