Stuart Smith
Senior Financial Advisor @ Wells Fargo Advisors
- Role
- Senior Financial Advisor at Wells Fargo Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stuart Smith
I specialize in working with clients to help build, manage, preserve, and transition…
Experience
Senior Financial Advisor
Jul 2024 — Present · Rockwall, TX, US
Education
Texas A&M University
BBA, Marketing & Management
1986 — 1990
Skills
- Iras
- Series 65
- Retirement Income Strategies
- Sales Presentations
- Fixed Annuities
- Wire-House
- Variable Annuities
- Series 63
- Asset Allocation
- Mutual Funds
- Series 6
- Series 24
- Series 7
- Independent Broker/Dealer
- Retirement Planning
- Salesforce.com
- Territory Planning
- Territory Management
- Financial Services
- Ira's
- Public Speaking
- Immediate Annuities
- Investments
- Annuity
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