Stephen Smith

Financial Advisor at Navigate Private Wealth
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Contact Information
us****@****om
(386) 825-5501
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Bio

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Credentials

  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Oct, 2017
    - Nov, 2024
  • Series 66
    NASAA

Experience

  • Navigate Private Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2018 - Present

  • Ollin Ventures
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director of Investor Relations
      • Aug 2022 - Present

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retirement Plan Specialist
      • May 2017 - Apr 2018

Education

  • Brigham Young University
    Bachelor's degree, Economics
    2012 - 2017
  • Cedar Park High School
    2006 - 2009

Community

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