Broker Check

2149 N. Fairfield Road Suite B Beavercreek, OH 45431

937.431.8010
Client Login
Jenny Carter

Jenny Carter

Client Services Coordinator

937-898-5599

937-898-6699

Jenny Carter has been working in financial planning since 1994 and at SMC since 2000. As the Vandalia Client Services Coordinator, Jenny is the first point of contact for daily serving of clients' needs and while ensuring their service expectations are met. This includes establishing and maintaining accounts, paperwork, client files and followup. Jenny also serves as a point person for service-related questions.

Jenny Carter is not registered with FSC.

Contact

Office: 937.431.8010

Fax: 937.431.8020

2149 North Fairfield Road

Suite B

Beavercreek, OH 45431

Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 51 (Municipal Fund Securities Principal), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Adviser Law)

davesmith@fscadvisor.com

Quick Links

FSC Securities Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.
FSC does not provide tax or legal advice.

Smith, Moses & Cozad is an Ohio Limited Liability Company.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KY, MA, MI, MO, NH, NY, NC, ND, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV and WI.
No offers may be made or accepted from any resident outside the specific states referenced.