Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burt? Claim Your ProfileBurt Allen Snover is a financial advisor with over 30 years of experience in the financial services industry. Burt has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Burt is a registered representative of Brokers International Financial Services, LLC and is also licensed to sell insurance. Burt holds the Series 6, 7, 24, and 63 licenses as well as the SIE exam. Burt is a Chartered Financial Consultant (ChFC).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
04/18/2019 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
TX
07/11/2001 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HEATH TX)
CO
02/15/2001 - 06/22/2001
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
04/06/1995 - 02/16/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
04/11/1992 - 04/13/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CT
10/15/1993 - 04/06/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
01/16/1989 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 01/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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