Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Snyder is a financial advisor at LPL Financial LLC. Craig has been in the financial industry since 1982. Craig holds Series 7, Series 6, Series 22, Series 24, Series 51 and Series 63 licenses. Craig is also a Certified Financial Planner. Craig has worked at VERAVEST INVESTMENTS, INC. and ALLMERICA INVESTMENTS, INC. Craig is registered with the state of Michigan as a broker-dealer and investment advisor. Craig's previous employer was VERAVEST INVESTMENTS, INC. in Worcester, MA.
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.
1
2
MI
02/04/2013 - Present
LPL Financial LLC (SOUTHFIELD MI)
MA
01/25/2001 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
06/22/1982 - 01/25/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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