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Stewart Smith Location
Greenville, SC, US
Stewart Smith Work
President @ (November 2021 - Present)
President @ Stewart Smith Financial (November 2021 - February 2026)
Financial Planner @ Self-employed (August 2017 - October 2021)
Financial Services Advisor @ (June 2014 - August 2017)
Financial Advisor @ (December 2011 - June 2014)
Sales Manager @ (January 2007 - January 2011)
Financial Representative @ (January 2002 - December 2006)
Stewart Smith Education
The American College of Financial Services
Retirement Income Certified Professional (Retirement Income Planning)
2014-2014
Stewart Smith Skills
Retirement
Indexed Annuities
Life Insurance
Stewart Smith Summary
Stewart Smith, based in Greenville, SC, US, is currently a President at ClearPath Retirement Planning, LLC. Stewart Smith brings experience from previous roles at Stewart Smith Financial, Self-employed, New York Life Insurance Company and Mutual of Omaha. Stewart Smith holds a 2014 - 2014 Retirement Income Certified Professional in Retirement Income Planning @ The American College of Financial Services. With a robust skill set that includes Retirement, Indexed Annuities, Life Insurance and more. Stewart Smith has 4 emails and 1 mobile phone numbers on RocketReach.
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