George Daniel Smith

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2000 → Present
  Vantage Financial Group, Inc
  Cleveland, OH

Other Businesses

1) INDEPENDENT INSURANCE AGENT SELLING DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC THROUGH VANTAGE FINANCIAL GROUP 2HRS/WK DURING SECURITIES TRADING HOURS & 2HRS/WKND & EVENINGS SINCE 1/1994 2) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED ADDRESS, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR, BRIEF DESCRIPTION OF DUTIES: PART OWNER 3) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INC. - CRD# 105950 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 05/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 4) NAME OF OTHER BUSINESS: ST JOSEPH PARISH FINANCE COUNCIL; INVESTMENT RELATED: NO; ADDRESS: 12700 PEARL RD STRONGSVILLE, OH 44136; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: FINANCE COUNCIL MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE BUDGET, RECOMMEND APPROVAL, REVIEW PARISH FINANCES, CASH MANAGEMENT; INSPECT PARISH PROPERTY, ASSIST WITH MAINTENANCE, ADVISE PASTOR; 5) NAME OF OTHER BUSINESS: YOUTH OPPORTUNITIES UNLIMITED; INVESTMENT RELATED: NO; ADDRESS: 1228 EUCLID AVENUE, STE 200, CLEVELAND, OH, 44115; NATURE OF BUSINESS: BOARD; START DATE: 5/2019; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORK WITH OTHER BOARD MEMBERS TO CREATE AND IMPLEMENT THE ORGANIZATIONS STRATEGIC PLAN, IDENTIFY EMPLOYERS TO WORK WITH INNER CITY YOUTH FOR JOB OPPORTUNITIES, INTERVIEW AND SELECT NEW BOARD MEMBERS, WORK WITH THE GOVERNANCE COMMITTEE TO EVALUATE FELLOW BOARD MEMBERS, ADVISE, CONSULT AND CONSENT ON MATTERS RELATING TO THE OVERALL HEALTH, DIRECTION AND FUTURE OF THE ORGANIZATION;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-20