Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Skylar? Claim Your ProfileSkylar Wayne Smith is a financial advisor registered with Cetera Investment Advisers LLC in Springfield, Missouri. Skylar Wayne Smith has over 10 years of experience in the financial services industry. Skylar Wayne Smith is a Certified Financial Planner and holds Series 6, 7, 24, 26, 66 and SIE licenses. Skylar Wayne Smith is also a partner at KPM Wealth Advisors LLC, an accounting firm in Springfield, Missouri. In addition to providing financial advice, Skylar Wayne Smith also serves on the board of the Greene County Estate Planning Council.
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
10/20/2020 - Present
Cetera Investment Advisers LLC (SPRINGFIELD MO)
KS
12/14/2012 - 04/17/2015
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 03/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/12/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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