Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bartlett? Claim Your ProfileBartlett Churchill Snyder is an investment advisor representative with Valmark Advisers, Inc. Bartlett has been in the industry since 2007 and is registered with the Securities and Exchange Commission (SEC). Bartlett holds a Series 6, 7, 63, and 65 license. Bartlett has been working with clients in various states including Colorado, Texas, California, Georgia, Illinois, Indiana, Kansas, Louisiana, Montana, New Mexico, Oregon, Vermont, and Wisconsin. Bartlett's specializations include Retirement Planning, Financial Planning, College Savings, Insurance Planning, and Estate Planning. In addition to being a registered investment advisor, Bartlett is also a life insurance consultant with various firms.
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.
Strategic management for diversified investment portfolios.
Consulting
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
CO
04/04/2014 - Present
Valmark Advisers, Inc. (Denver CO)
IA
Issued 07/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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