Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Smith is a financial advisor with over 38 years of experience in the industry. Robert is currently registered with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri and Paris, Texas. Previously, Robert was registered with WELLS FARGO ADVISORS, LLC in Paris, Texas. Robert has a wide range of experience and holds several licenses and certifications including Series 3, 7, 8, 9, 10, 63, and SIE. Robert also holds the Certified Financial Planner designation. Robert is a highly experienced financial advisor with a proven track record of success. Robert is dedicated to providing personalized financial advice to help clients 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.
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.
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2
MO
09/09/2015 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TX
01/01/2008 - 09/09/2015
WELLS FARGO ADVISORS, LLC (PARIS TX)
TX
11/23/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PARIS TX)
BC
Issued 01/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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