Melissa Secor

Chief Compliance Officer & Vice President of Operations at Smith Associates LLC - Holland, MI, US

Melissa Secor's Colleagues at Smith Associates LLC
Melissa Secor's Contact Details
HQ
616-396-0119
Location
Holland, Michigan
Company
Smith Associates LLC
Melissa Secor's Company Details
Smith Associates LLC logo, Smith Associates LLC contact details

Smith Associates LLC

Holland, MI, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Smith Associates is an independent Registered Investment Advisor, offering professional and personalized financial strategies for individual clients. Client portfolios are built based on the unique personal situation and desires of each client, taking into account both current and future obligations and needs. The goal at Smith Associates is straightforward and simple ~ to build a long-term relationship and become a financial partner to our clients throughout each of their life stages ~ helping plan for and build the financial future they so desire. And, with over 20 years' experience in the business, Smith Associates is well equipped to do just that. Smith Associates clients may be individuals, corporations, foundations, trusts, partnerships and institutions seeking investment expertise in the management of personal funds, profit sharing plans, pension accounts, and retirement.

Individual client portfolio development and management Investment strategy Equity and bond investing Financial institution research and investing
Details about Smith Associates LLC
Frequently Asked Questions about Melissa Secor
Melissa Secor currently works for Smith Associates LLC.
Melissa Secor's role at Smith Associates LLC is Chief Compliance Officer & Vice President of Operations.
Melissa Secor's email address is ***@smithinvestments.com. To view Melissa Secor's full email address, please signup to ConnectPlex.
Melissa Secor works in the Investment Bank/Securities Brokerage industry.
Melissa Secor's colleagues at Smith Associates LLC are and others.
Melissa Secor's phone number is 616-396-0119
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