Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Casey Snyder is a financial advisor with Steward Partners Investment Advisory, LLC. Daniel has been in the financial services industry since November 2007. Daniel holds the Series 7 and Series 66 licenses. Daniel is also a Certified Financial Planner. Daniel has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniel's experience with Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, and Steward Partners Global Advisory, LLC give Daniel a unique perspective to offer advice to clients. Daniel's current registration is with Steward Partners Investment Advisory, LLC and is active in ME, NH and TX.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
04/26/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
04/26/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
07/24/2008 - 04/30/2018
WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)
MA
11/07/2007 - 07/28/2008
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Snyder is the right advisor for you? Invested Better is here to help.
