Unclaimed
Alexander Snyder is a financial advisor with Equitable Advisors, LLC. Alexander is registered to provide investment advice and brokerage services in several states, including Pennsylvania, New Jersey, and Delaware. Alexander has a strong track record in the financial industry, with experience in providing investment advice and financial planning services to a diverse range of clients. Alexander has passed the Series 7, 6, 63 and 65 exams. Alexander is committed to providing personalized financial advice and working with clients to achieve their long-term financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/20/2017 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
07/01/2016 - 04/10/2017
LINCOLN INVESTMENT (ALLENTOWN PA)
IA
Issued 12/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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