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Nate Smith Email & Phone Number

Branch Director, Financial Advisor at Raymond James at Raymond James
Location: Battle Creek, Michigan, United States 2 work roles 1 school
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Current company
Role
Branch Director, Financial Advisor at Raymond James
Location
Battle Creek, Michigan, United States
Company size

Who is Nate Smith? Overview

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Quick answer

Nate Smith is listed as Branch Director, Financial Advisor at Raymond James at Raymond James, a company with 5 employees, based in Battle Creek, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Nate Smith.

Nate Smith previously worked as Branch Director, Financial Advisor at Raymond James and Financial Consultant at Hilliard Lyons. Nate Smith holds Bachelor Of Arts (B.A.), Business Administration/Finance from Alma College.

Company email context

Email format at Raymond James

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Raymond James

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Profile bio

About Nate Smith

As your Financial Consultant, I look forward to helping you get where you want to be. It's my top priority to help you meet the unique objectives and financial goals of individuals and families like yours. Let's work together to find the investment strategy that's right for you. I am dedicated to finding your appropriate investment strategy while providing excellent, personalized service. I invite you to call or email me today to find out how we can help you pursue your financial objectives. When you’re trying to live life more fully and worry less often, it’s important to have the ‘money part’ of your life under control.But that’s part of the problem. For many people, managing money can seem like a full-time job in itself: Crafting a sound investment plan designed to meet your goals; keeping up with the markets; changes in the tax laws; monitoring the performance of stocks, bonds and mutual funds; figuring out what to do about paying college costs; planning for retirement, and estate planning. It really can be a full-time job.For me, it is a full time job. It’s a job I do for my clients every day; and I can do the same for you so that you can go about doing more interesting things…such as living life to its fullest.

Current workplace

Nate Smith's current company

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Raymond James
Raymond James
Branch Director, Financial Advisor at Raymond James
Toronto, ON
Website
Employees
5
AeroLeads page
2 roles

Nate Smith work experience

A career timeline built from the work history available for this profile.

Branch Director, Financial Advisor

Current

St. Petersburg, Florida, US

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.

Nov 2019 - Present

Financial Consultant

Louisville, Ky., US

Specialties: Retirement planning, weath management, asset allocation, investment recommendations, cash flow analysis, insurance, and professional account management for individual and institutional investors.Certifications: Series 7 and Series 66

Jun 2011 - Nov 2019
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

1 education record

Nate Smith education

  • Alma College
    Alma College
    Business Administration/Finance
FAQ

Frequently asked questions about Nate Smith

Quick answers generated from the profile data available on this page.

What company does Nate Smith work for?

Nate Smith works for Raymond James.

What is Nate Smith's role at Raymond James?

Nate Smith is listed as Branch Director, Financial Advisor at Raymond James at Raymond James.

Where is Nate Smith based?

Nate Smith is based in Battle Creek, Michigan, United States while working with Raymond James.

What companies has Nate Smith worked for?

Nate Smith has worked for Raymond James and Hilliard Lyons.

Who are Nate Smith's colleagues at Raymond James?

Nate Smith's colleagues at Raymond James include Kim Ellis, Tamara Jakl, Danielle Thimons, Lydia Riedel, and Matthew Assunto, Aams®.

How can I contact Nate Smith?

You can use AeroLeads to view verified contact signals for Nate Smith at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Nate Smith attend?

Nate Smith holds Bachelor Of Arts (B.A.), Business Administration/Finance from Alma College.

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