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Cherene Smith
12 Years of Experience
Southfield, MI
1 DisclosureBroker
Cherene Smith is a registered investment advisor at Raymond James & Associates, INC., based in Southfield, MI, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1000 Town Ctr, Suites 600, 700 and 800, Southfield, MI, 48033-5222
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2016Employment History
Current Registrations
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 6 mos
Raymond James & Associates, INC.Broker
December 2016 - Present · 9 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
April 2016 - November 2016 · 7 mos
Raymond James & Associates, INC.Broker
March 2016 - November 2016 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2015 - February 2016 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - February 2016 · 3 mos
Financial Security Advisory INC
January 2014 - April 2015 · 1 yr 3 mos
Financial Security Management, IncorporatedBroker
February 2013 - April 2015 · 2 yrs 2 mos
State Registrations1 state
MI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.