Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Snyder is an investment advisor representative with Janney Montgomery Scott LLC. Bernard has been in the financial industry since 1986. Bernard has licenses in Alabama, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Vermont, Virginia, Washington and Wisconsin. Bernard holds the Series 7, Series 63 and Series 66 securities licenses. Bernard has been associated with Janney Montgomery Scott LLC since June 2008. Bernard has a history of employment with UBS PaineWebber Inc., First Union Securities, Inc. and First Union Capital Markets Corp.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
09/08/2005 - Present
Janney Montgomery Scott LLC (MARLTON NJ)
NJ
02/22/2000 - 12/17/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
10/01/1999 - 03/03/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/23/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
02/19/1986 - 12/13/1994
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bernard Snyder is the right advisor for you? Invested Better is here to help.
