Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel William Snyder is an investment advisor representative associated with Freedom Investment Management, Inc. Daniel has been in the industry for over 10 years and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Previously, Daniel was employed with Santander Securities LLC and LPL Financial LLC. Daniel has experience working with individuals, high net worth individuals, pension and profit-sharing plans, corporations, and other businesses. Daniel specializes in providing financial planning, pension consulting, and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model provider/strategist
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.
Minimum monthly account fee
1
2
CT
02/15/2024 - Present
Freedom Investment Management, Inc. (HARTFORD CT)
MA
09/19/2012 - 05/16/2018
SANTANDER SECURITIES LLC (FRAMINGHAM MA)
MA
12/04/2009 - 09/19/2012
LPL FINANCIAL LLC (FRAMINGHAM MA)
MA
07/18/2007 - 02/05/2010
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 01/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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