Unclaimed
Jennifer Childrey Smith is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jennifer has been in the financial services industry since 2000. Jennifer is registered with the state of Texas and Virginia as an investment advisor representative. Jennifer also holds Series 7, 63, 66, 24 and 53 licenses and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
05/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
05/23/2012 - 05/03/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
05/26/2000 - 05/24/2012
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
03/30/2000 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NC
03/27/1998 - 06/17/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 12/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/21/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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