Reshell S. Smith
Professional summary
Reshell Shonta Smith MISS, CFP®, who also goes by Reshell Shonta Mckinnon, Reshell Shonta Smith, is a registered financial advisor currently at AMES FINANCIAL SOLUTIONS, LLC located in Ocoee, Florida.
Reshell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Reshell has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Reshell Shonta Smith MISS's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
April 21, 2015 - Present
AMES FINANCIAL SOLUTIONS, LLC
April 21, 2015 - December 31, 2016
AMES FINANCIAL SOLUTIONS, LLC
April 21, 2015 - December 31, 2024
AMES FINANCIAL SOLUTIONS, LLC
June 2, 2014 - July 25, 2014
SMATHERS FINANCIAL GROUP, INC.
January 26, 2012 - March 22, 2012
CHARLES SCHWAB & CO., INC.
January 3, 2012 - September 24, 2013
SCHWAB WEALTH ADVISORY, INC.
February 26, 2003 - December 31, 2011
CHARLES SCHWAB & CO., INC.
April 1, 1998 - September 24, 2013
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/21/2015)
(2/7/2025)
Exams
Current Firm
AMES FINANCIAL SOLUTIONS, LLC
CRD#: 172728 / SEC#:
Contact information
Red Flags
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