Unclaimed
David Joseph Snodderly is an investment advisor representative with Edward Jones. David has been in the securities industry for 2 years, and holds registrations in multiple states. David has passed the Series 63, Series 66, Series 7 and SIE exams. David was previously employed by American Fidelity Securities, Inc., where he worked for approximately one year. Prior to his work in the financial services industry, David had a career in the United States Army. David provides a variety of financial planning and investment services for individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
MO
10/05/2022 - Present
Edward Jones (SPRINGFIELD MO)
OK
07/19/2021 - 04/30/2022
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 06/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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