Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Erlvin Smith is a financial advisor with Truist Advisory Services, Inc. based in College Park, Maryland. Tony has been working in the financial services industry since 2005. Tony holds Series 6, 7, 63 and 66 licenses and the SIE exam. Tony holds the designation Chartered Financial Consultant. Tony has previously been employed with WELLS FARGO CLEARING SERVICES, LLC, METLIFE SECURITIES INC., WACHOVIA SECURITIES, LLC, METLIFE INVESTORS DISTRIBUTION COMPANY and TOWER SQUARE SECURITIES, INC. Tony's current registrations include: Maryland.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
08/10/2021 - Present
Truist Advisory Services, Inc. (COLLEGE PARK MD)
MD
09/24/2010 - 08/06/2021
WELLS FARGO CLEARING SERVICES, LLC (SILVER SPRING MD)
MD
01/07/2009 - 09/16/2009
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
12/11/2006 - 01/06/2009
WACHOVIA SECURITIES, LLC (LAUREL MD)
NY
04/01/2006 - 04/11/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/09/2004 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 02/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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