Unclaimed
Danny Snodgrass has been a registered representative for over 25 years. Danny is currently registered with LPL Financial LLC and has been since 2020. Prior to working at LPL Financial LLC, Danny held positions with MML Investors Services, LLC, MSI Financial Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Danny holds several securities licenses including the Series 7, 6, 63, and 65 licenses. Danny specializes in providing financial planning and investment advice to individuals, families, and businesses. Danny is committed to helping clients achieve their financial goals and has a proven track record of success in the industry.
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
IL
06/30/2020 - Present
LPL Financial LLC (SPRINGFIELD IL)
IL
03/25/2017 - 07/01/2020
MML INVESTORS SERVICES, LLC (SPRINGFIELD IL)
IL
08/02/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD IL)
IL
05/19/1997 - 08/08/2011
AXA ADVISORS, LLC (SPRINGFIELD IL)
NY
05/19/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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