Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edwin Snyder is a financial advisor with over 20 years of experience in the industry. Charles has held previous positions at Truist Investment Services, Inc., HSBC Securities (USA) Inc., BB&T Investment Services, Inc., VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company. Charles currently holds registrations as a Registered Representative and Investment Advisor Representative in Virginia. Charles is associated with Ameriprise Financial Services, LLC. Charles specializes in providing financial planning, asset allocation services, portfolio management for businesses and individuals, and pension consulting.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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VA
11/24/2023 - Present
Ameriprise Financial Services, LLC (WOODBRIDGE VA)
VA
03/04/2013 - 10/04/2023
TRUIST INVESTMENT SERVICES, INC. (ARLINGTON VA)
VA
01/04/2008 - 01/22/2013
HSBC SECURITIES (USA) INC. (ALEXANDRIA VA)
DC
06/15/2007 - 11/15/2007
BB&T INVESTMENT SERVICES, INC. (WASHINGTON DC)
VA
09/04/2001 - 09/28/2006
VALIC FINANCIAL ADVISORS, INC. (CENTREVILLE VA)
TX
09/04/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 08/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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