Unclaimed
Cynthia Tredwell Snyder is a Registered Investment Advisor representative currently registered with State Farm Investment Management Corp. Cynthia has been in the securities industry since September 1998 and is based in Manhattan Beach, CA. Cynthia has experience with State Farm VP Management Corp, STATE FARM INSURANCE, and MORGAN STANLEY DW INC. among other organizations. Cynthia has passed the Series 63, Series 65, Series 7, Series 6TO, and SIE exams.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
09/14/2018 - Present
State Farm Investment Management Corp. (Manhattan Beach ` CA)
NY
01/25/2001 - 10/24/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
02/25/1999 - 02/02/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/20/1998 - 01/11/1999
HSBC SECURITIES, INC. (NEW YORK CITY NY)
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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