Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Bradley Smith is a financial professional with over six years of experience in the financial services industry. Logan is an Investment Advisor Representative for Newedge Advisors, LLC, a registered investment advisor, doing business as (DBA) Streamline Wealth. Logan's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Logan is registered to provide investment advisory services in several states, including Georgia, Texas, Florida, New York, and Pennsylvania. Logan is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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
GA
10/22/2024 - Present
Newedge Advisors (Atlanta GA)
GA
01/31/2017 - 06/18/2019
ONEAMERICA SECURITIES, INC. (Kennesaw GA)
IA
Issued 06/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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