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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Snyder is a registered investment advisor representative with Morgan Stanley. David is a registered investment advisor with a total of 20 years of experience in the industry. He is registered to provide investment advice in 22 states. David is also a registered representative with the Financial Industry Regulatory Authority (FINRA). He has earned a number of industry licenses, including Series 7, 63, 31, and 65. David’s investment experience includes advisory roles at Citigroup Global Markets Inc., Nationwide Advisory Services, Inc., and Money Concepts Capital Corp. David provides financial planning, asset allocation advice, portfolio management, and investment advice to a wide range of clients, including individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WV
06/01/2009 - Present
Morgan Stanley (CHARLESTON WV)
WV
11/10/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON WV)
OH
03/18/1999 - 01/26/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
OH
10/02/1997 - 12/07/1998
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
FL
05/20/1996 - 08/13/1997
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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