Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sniffen is an investment advisor representative with Fidelity Personal And Workplace Advisors in Merrimack, NH. Brian has been in the securities industry for 5 years. Brian is registered with the state of Connecticut and Texas. Brian holds Series 63, 65, 7, 9, 10, and SIE licenses. Brian has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brian offers portfolio management, financial planning, and educational seminars.
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.
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
NH
12/09/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
PA
09/18/2020 - 12/03/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
CT
10/17/2018 - 07/28/2020
LPL FINANCIAL LLC (CHESTER CT)
CT
12/11/2017 - 08/06/2018
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
IA
Issued 08/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brian Sniffen is the right advisor for you? Invested Better is here to help.
