Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Carl Snyder is an investment advisor representative with Wells Fargo Clearing Services, LLC. Brian has been in the industry since September 16, 2005. Brian works in the Chapel Hill, NC office. Brian is registered in 40 states including NC. Brian has a Series 3, 7, 10, 4, 24, 53, and 66 license. Brian is a CERTIFIED FINANCIAL PLANNER™. Brian has previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and AMERIPRISE FINANCIAL SERVICES, INC.
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.
Investment consulting services to institutional clients
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.
1
2
NC
03/16/2023 - Present
Wells Fargo Clearing Services, LLC (CHAPEL HILL NC)
CA
09/14/2005 - 03/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALO ALTO CA)
MN
06/24/2005 - 08/22/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/24/2005 - 08/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/09/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Snyder is the right advisor for you? Invested Better is here to help.
