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Michael H. Smith, Cmfc - Financial Advisor At Waddell & Reed
3810 Springhurst Blvd., Suite. 300
Jefferson, Others
Kentucky, United-states - 40241
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Detailed description is I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.. . Since Waddell & Reed opened its doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. This approach has been key to the enduring relationships financial advisors at Waddell & Reed enjoy with their clients. . . You may contact me directly at (502) 785-2969. ************************************************************. . Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.. . This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.. . For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.
Established in the recent years michael h. smith, cmfc - financial advisor at waddell & reed in jefferson, kentucky in united-states.
This well-known establishment acts as a one-stop destination servicing customers both local and from other parts of the city...
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