Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Diane Snowdon is a financial advisor at LPL Financial LLC. Cara has been working in the financial services industry since June 13, 2010 and is registered with the state of Michigan. Cara has earned the Series 7, Series 66, and SIE licenses. She is based in Iron Mountain, MI and has previously worked for Investment Centers of America, Inc. and Morgan Stanley. Cara provides a range of financial services, including financial planning, portfolio management, 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.
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.
Consulting and other non-discretionary advisory services
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.
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MI
11/29/2017 - Present
LPL Financial LLC (IRON MOUNTAIN MI)
MI
07/24/2014 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (IRON MOUNTAIN MI)
WI
06/14/2010 - 08/05/2014
MORGAN STANLEY (MINOCQUA WI)
BOTH
Issued 09/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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