Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sayde? Claim Your ProfileSayde L Smith is a financial advisor in Opelasas, LA, and has been working in the financial industry since June 19, 2003. Sayde is a registered representative of Edward Jones, and is licensed to provide financial advice in several states. Sayde has experience in a variety of financial services including portfolio management for businesses and individuals, as well as pension consulting. Before joining Edward Jones, Sayde worked at Hancock Investment Services, Inc. and Primevest Financial Services, Inc. Sayde specializes in providing financial advice to individuals, corporations, high net worth individuals, pension plans, partnerships and charitable organizations.
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.
See schedule d - miscellaneous
1
2
LA
01/10/2019 - Present
Edward Jones (OPELOUSAS LA)
LA
02/10/2012 - 08/03/2016
HANCOCK INVESTMENT SERVICES, INC. (Lafayette LA)
LA
02/26/2008 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (LAFAYETTE LA)
LA
09/28/2006 - 02/26/2008
WHITNEY SECURITIES, L.L.C. (LAFAYETTE LA)
LA
10/14/2004 - 09/21/2006
A. G. EDWARDS & SONS, INC. (LAFAYETTE LA)
NJ
06/12/2003 - 10/11/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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