Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Smith is an investment advisor representative with Modern Wealth Management, LLC. Robert is registered with the state of Tennessee. Robert has been in the industry since 2008 and has experience with Modern Wealth Management, LLC and Securities America, Inc.. Robert has passed the Series 65, Series 66 and Series 7 exams. Robert specializes in providing financial planning services, portfolio management for individuals and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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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TN
07/08/2024 - Present
Modern Wealth Management, LLC (KNOXVILLE TN)
TN
09/10/2008 - 04/30/2010
SECURITIES AMERICA, INC. (OAK RIDGE TN)
BOTH
Issued 11/12/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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