Logan Smith

Logan Smith Email and Phone Number

Registered Client Service Associate @
Logan Smith's Location
Austin, Texas, United States, United States
Logan Smith's Contact Details

Logan Smith personal email

n/a

Logan Smith phone numbers

About Logan Smith

Logan Smith is a Registered Client Service Associate at Paraclete Wealth Partners. They possess expertise in microsoft office, leadership, communication, working with children, management and 15 more skills. They is proficient in Spanish.

Logan Smith's Current Company Details
Paraclete Wealth Partners

Paraclete Wealth Partners

Registered Client Service Associate
Logan Smith Work Experience Details
  • Paraclete Wealth Partners
    Registered Client Service Associate
    Paraclete Wealth Partners May 2022 - Present
    Austin, Texas, United States
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Paraclete Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
  • Kestra Financial
    Surveillance Analyst
    Kestra Financial Jan 2022 - May 2022
    Austin, Texas, United States
  • Kestra Financial
    Supervision Analyst
    Kestra Financial Oct 2020 - Dec 2021
    Austin, Texas, United States
    - Reviewed and approvals on new brokerage accounts- Reviewed correspondence and financial reports - Assisted in developing reviews and projects for FINRA exams- Reviewed and approved financial advisor's outside business activities- Reviewed and approved passive investments, political contributions, and gift and gratuities
  • Kestra Financial
    Advisory Operations Specialist
    Kestra Financial Jan 2019 - Oct 2020
    Austin, Texas, United States
  • Kestra Financial
    Account Services Specialist
    Kestra Financial Sep 2017 - Jan 2019
    Austin, Texas Area
  • Wells Fargo
    Bank Teller
    Wells Fargo Oct 2016 - Aug 2017
    Austin, Texas Area
  • Subway
    Sandwich Artist
    Subway Nov 2010 - Jun 2016
    Assistant Manager, Handling cash deposits, helping hire potential employees, customer service.

Logan Smith Skills

Microsoft Office Leadership Communication Working With Children Management Youth Ministry Student Ministry Microsoft Excel Public Speaking Written Communication Ethics Work Effectively Positive Coaching Ministry Leadership Customer Service Time Management Microsoft Word Powerpoint Teamwork Team Leadership

Logan Smith Education Details

Frequently Asked Questions about Logan Smith

What company does Logan Smith work for?

Logan Smith works for Paraclete Wealth Partners

What is Logan Smith's role at the current company?

Logan Smith's current role is Registered Client Service Associate.

What is Logan Smith's email address?

Logan Smith's email address is sm****@****way.com

What is Logan Smith's direct phone number?

Logan Smith's direct phone number is +131938*****

What schools did Logan Smith attend?

Logan Smith attended University Of North Georgia - Mike Cottrell College Of Business.

What are some of Logan Smith's interests?

Logan Smith has interest in Social Services, Children, Civil Rights And Social Action, Poverty Alleviation, Disaster And Humanitarian Relief.

What skills is Logan Smith known for?

Logan Smith has skills like Microsoft Office, Leadership, Communication, Working With Children, Management, Youth Ministry, Student Ministry, Microsoft Excel, Public Speaking, Written Communication, Ethics, Work Effectively.

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