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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Scott james Snyder is an investment advisor representative with Choreo, LLC. Alexander is a Certified Financial Planner™ professional and holds the Series 65 license. Alexander has been in the financial industry since 2012. Alexander's professional experience includes roles at Iowa State University, Acadia Legacy Group, Johnson Investment Counsel, and most recently, Choreo, LLC. Alexander provides investment advice and financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alexander's areas of specialization include retirement planning, college savings, estate planning, insurance, and tax planning.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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IL
06/10/2024 - Present
Choreo, LLC (ROCKFORD IL)
IA
Issued 04/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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