Patti Smith

Director, Client Operations

17               25

YEARS AT
THE FIRM
YEARS IN
THE INDUSTRY

Patti Smith serves as Director of Client Operations at International Research Securities. Her responsibilities include assisting with client on boarding, banking and compliance reports with Finra. During her tenure with the firm, Patti's focus has been record keeping and client relations for the purpose of making seamless wealth transfers along with assisting high net worth families through volatile markets towards legacy preservation.

International

Research Securities

INTERNATIONAL RESEARCH SECURITIES
3010 LBJ, FWY, SUITE 12OO
Dallas, Texas 75234
(972) 888-6030

 
 

International Research Securities products are not FDIC insured, may lose value and are not bank guaranteed.
*This firm is not a CPA firm.
© 2020 International Research Securities. All Rights Reserved

*Member SiPC and Finra 

sipclogo.jpg