Clay Smith
Senior Associate at Phoenix Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Columbia, Maryland, United States, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Life & Health Insurance License
- -
Series 7
FINRA (Financial Industry Regulatory Authority)
Experience
-
Phoenix Private Wealth
-
United States
-
Financial Services
-
1 - 100 Employee
-
Senior Associate
-
2020 - Present
-
-
Associate
-
2018 - Present
-
-
-
AXA Advisors, LLC
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Professional
-
2018 - Jan 2020
Enabling people to meet their life goals by helping them better plan their future with financial advice. Enabling people to meet their life goals by helping them better plan their future with financial advice.
-
-
-
Dixon Valve
-
United States
-
Oil and Gas
-
200 - 300 Employee
-
Marketing and Sales Assistant
-
Sep 2016 - Jan 2018
-
-
-
Canada Dry Potomac Corp
-
United States
-
Food & Beverages
-
1 - 100 Employee
-
Sales Assistant
-
May 2016 - Aug 2016
-
-
Education
-
Washington College
Business/Finance/Accounting/Marketing
Community
You need to have a working account to view this content.
Click here to join now
