Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Smith is a financial advisor with Calamos Wealth Management LLC, located in Naperville, IL. Sydney has been in the industry since 2018 and is registered with the state of Illinois. Sydney is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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IL
12/12/2023 - Present
Calamos Wealth Management LLC (Chicago IL)
IL
02/27/2019 - 04/21/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ROSEMONT IL)
MA
07/03/2018 - 02/25/2019
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 08/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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