Meet The Staff - Profile
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Investment Center
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Charlotte Smith, Financial Advisor and Certified Financial Planner
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Charlotte Smith will be assisting you with your investment account. Charlotte is a Financial Advisor and Certified Financial Planner with Broker Dealer Financial Services Corp. She has a strong background in the financial services area and may be reached by phone at 800-352-5634 extension 6717 or via email at csmith@bdfs.com.
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