Unclaimed
Kinta Mack Smith is an investment advisor representative at Arete Wealth Advisors, LLC. Kinta has been in the industry since March 14, 2011 and is registered in California, Colorado, and Oregon. Kinta is also licensed as a Registered Investment Advisor (IA) in California. Kinta has a Series 7, Series 63, and Series 65 license. Before joining Arete Wealth Advisors, Kinta worked at Larson Financial Securities, LLC. Kinta's primary focus is on providing investment advice and financial planning to individuals and businesses. Kinta specializes in providing investment advice to high-net-worth individuals and businesses. Kinta is committed to providing their clients with personalized financial planning and investment management services.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
CA
01/16/2024 - Present
Arete Wealth Advisors, LLC (Century City CA)
CA
01/13/2014 - 05/10/2018
LARSON FINANCIAL SECURITIES, LLC (CENTURY CITY CA)
BC
Issued 02/19/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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