Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted kelly? Claim Your ProfileTed Kelly Smith is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. located in FORT WORTH, TX. Ted has been in the financial services industry since 1987. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Ted worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and NATIONSSECURITIES. Ted has a wide range of experience in the industry and holds licenses in many states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
TX
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
06/01/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
01/07/1991 - 06/01/1992
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
MA
04/02/1990 - 01/10/1991
NCNB SECURITIES, INC. (BOSTON MA)
NA
08/13/1988 - 04/02/1990
NCNB TEXAS SECURITIES, INC.
NA
08/10/1987 - 05/07/1988
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 09/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1988
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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