Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Undrea? Claim Your ProfileUndrea Morcal Smith is an investment advisor representative with East Valley Wealth LLC, a firm registered with the state of Arizona. Undrea has been working in the financial services industry since August 2011. Undrea holds a Series 65 license and specializes in financial planning, educational seminars, and portfolio management for individuals. East Valley Wealth LLC provides financial planning, investment management, and educational seminars to individuals. The firm specializes in providing investment advice to high-net-worth individuals and individuals other than high-net-worth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
07/15/2024 - Present
East Valley Wealth LLC (GILBERT AZ)
IA
Issued 10/02/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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