Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Snyder is a registered representative with Morgan Stanley. Charles has been in the industry since August 7, 1991. Charles is registered in 45 states and holds the Series 6, 7, 31, and SIE licenses. Charles previously worked at Robert W. Baird & Co. Incorporated, McDonald Investments Inc., Bisys Fund Services Limited Partnership, and Nationwide Investment Services Corporation. Charles is also a Board Member of the Fairless Local School District and the Erie Valley Fire District.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
10/08/2009 - Present
Morgan Stanley (HUDSON OH)
OH
07/12/2002 - 09/29/2009
ROBERT W. BAIRD & CO. INCORPORATED (CLEVELAND OH)
OH
01/13/1999 - 08/09/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
ME
09/09/1998 - 01/26/1999
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
07/01/1996 - 07/06/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
06/05/1991 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 08/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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