Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Smith is a financial advisor registered with Lincoln Financial Distributors, Inc. Jeffrey Smith is a general securities principal who has been in the industry since December 5, 2007. Jeffrey Smith has passed the Series 7, Series 24 and SIE exams.
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
NC
12/05/2007 - Present
Lincoln Financial Distributors, Inc. (GREENSBORO NC)
CT
07/02/2008 - 01/25/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
NH
07/02/2008 - 01/25/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
BC
Issued 01/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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