Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shonna? Claim Your ProfileShonna Latrice Smith is a financial professional with over 7 years of experience in the industry. Shonna is currently registered with Equitable Advisors, LLC, and has a Branch Office location in Memphis, TN. Shonna has a Series 6 license and the Securities Industry Essentials Examination. Shonna is also registered as an Investment Advisor Representative in Arkansas, California, Florida, Georgia, Mississippi, North Carolina, and Tennessee. Shonna is a Chartered Financial Consultant. Prior to Equitable Advisors, LLC Shonna worked at MML Investors Services, LLC and Securian Financial Services, Inc.
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
TN
02/24/2023 - Present
Equitable Advisors, LLC (MEMPHIS TN)
TN
04/13/2020 - 02/27/2023
MML INVESTORS SERVICES, LLC (Memphis TN)
TN
11/05/2015 - 03/30/2020
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
BC
Issued 12/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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