Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey d? Claim Your ProfileJeffrey D. Smith is a financial professional with over 20 years of experience in the financial services industry. Jeffrey holds Series 6, 7, 63, and 65 licenses and is a Chartered Financial Consultant. Jeffrey is currently registered with Private Client Services, LLC. Prior to joining Private Client Services, LLC, Jeffrey was a registered representative with Cetera Advisors LLC. Jeffrey has a history of working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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.
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2
MD
07/15/2020 - Present
Private Client Services, LLC (ROCKVILLE MD)
MD
12/03/2010 - 07/27/2020
CETERA ADVISORS LLC (ROCKVILLE MD)
MD
12/06/2005 - 12/16/2010
METLIFE SECURITIES INC. (ROCKVILLE MD)
MD
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NJ
01/24/2003 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 02/13/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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