Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scottie? Claim Your ProfileScottie Lamar Smith is a financial advisor with U.S. Bancorp Investments, Inc. Scottie has been in the industry since 2013 and holds several licenses and certifications. Scottie has worked with a variety of clients in the past, including high-net-worth individuals, corporations, and pension plans. Scottie specializes in providing financial planning, portfolio management, and other investment-related services. U.S. Bancorp Investments, Inc. is a national firm with a large team of financial advisors dedicated to helping clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
TN
09/13/2022 - Present
U.s. Bancorp Investments, Inc. (Brentwood TN)
TN
11/15/2016 - 09/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHATTANOOGA TN)
AL
01/04/2016 - 11/07/2016
SECURIAN FINANCIAL SERVICES, INC. (Birmingham AL)
AL
06/16/2015 - 11/19/2015
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
09/26/2014 - 06/03/2015
PFS INVESTMENTS INC. (HOOVER AL)
GA
03/11/2008 - 01/04/2010
WELLS FARGO ADVISORS, LLC (FORT OGLETHORPE GA)
BOTH
Issued 01/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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