Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juanita? Claim Your ProfileJuanita Kathleen Smith is a registered representative with Sunset Financial Services, Inc., a firm based in Kansas City, MO. Juanita has been in the securities industry since 2006 and has held previous roles with WADDELL & REED and AMERICAN CENTURY INVESTMENT SERVICES INC. Juanita holds Series 6, SIE, and Series 63 licenses.
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.
1
2
MO
06/29/2015 - Present
Sunset Financial Services, Inc. (KANSAS CITY MO)
KS
08/22/2011 - 05/15/2015
WADDELL & REED (OVERLAND PARK KS)
MO
06/12/2001 - 12/07/2006
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Juanita Smith is the right advisor for you? Invested Better is here to help.
