Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Ray Snow is a financial advisor with Charles Schwab & Co., Inc. Eddie has been in the financial services industry since 1998. Eddie has a Series 7, Series 63, Series 9, Series 10, and Series 65 licenses. Eddie is also a Certified Financial Planner. Eddie's previous firms include Royal Alliance Associates, Inc., Cetera Advisor Networks LLC, United Planners' Financial Services of America A Limited Partner, KCG Securities, LLC, Raymond James Financial Services, Inc., Chase Investment Services Corp., SunAmerica Capital Services, Inc., Principal Funds Distributor, Inc., and Planco Financial Services, Inc. Eddie is licensed to provide financial services in Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Michigan, Missouri, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, Vermont, Washington, and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
UT
07/05/2022 - Present
Charles Schwab & CO., Inc. (Farmington UT)
UT
05/14/2019 - 07/05/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SALT LAKE CITY UT)
UT
11/29/2017 - 05/28/2019
CETERA ADVISOR NETWORKS LLC (CENTERVILLE UT)
UT
04/09/2015 - 11/21/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARMINGTON UT)
UT
01/18/2011 - 04/10/2015
KCG SECURITIES, LLC (FARMINGTON UT)
UT
08/04/2010 - 01/18/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROY UT)
UT
07/08/2009 - 07/30/2010
CHASE INVESTMENT SERVICES CORP. (OGDEN UT)
NJ
12/17/2007 - 04/23/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
09/07/2005 - 12/07/2007
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CT
06/11/2003 - 08/16/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
09/16/1998 - 05/02/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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