Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Wilson Smith is an investment advisor representative at Osaic Wealth, Inc. Ralph has been in the industry since 1988 and has experience with several firms including Securities America, Inc., Securities Service Network, LLC, Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ralph provides advisory services to a variety of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Ralph offers services such as financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
GA
06/14/2024 - Present
Osaic Wealth, Inc. (VALDOSTA GA)
GA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (VALDOSTA GA)
TN
05/15/2018 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
GA
11/02/1999 - 04/20/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (VALDOSTA GA)
NY
06/26/1997 - 11/03/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
07/07/1995 - 06/24/1997
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
12/06/1993 - 12/31/1995
G. R. PHELPS & CO., INC.
GA
07/07/1992 - 09/14/1993
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
03/23/1992 - 07/02/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
IN
08/03/1989 - 08/15/1991
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/1989 - 08/15/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/17/1988 - 04/12/1989
KAVANAUGH SECURITIES, INC.
NA
08/20/1987 - 12/31/1988
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 09/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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