Unclaimed
Edward Harry Snow is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and is located in Princeton, NJ. Edward has a wide range of experience, having previously worked at E*TRADE Securities LLC, E*TRADE Clearing LLC, TD Waterhouse Investor Services, Inc., Legend Securities, Inc., Valley Forge Securities, Inc, Mason Hill & Co., Inc. and Joseph Stevens & Company, Inc. Edward holds the Series 7, Series 24, and Series 63 licenses. He is also a registered representative in New Jersey and New York. Edward specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NJ
10/03/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
NY
10/18/2013 - 10/01/2014
E*TRADE SECURITIES LLC (NEW YORK NY)
NJ
12/17/2007 - 10/18/2013
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
03/29/2006 - 12/17/2007
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
08/01/2003 - 03/27/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (GREAT NECK NY)
NY
05/27/2002 - 07/22/2003
LEGEND SECURITIES, INC. (NEW YORK NY)
PA
10/27/2000 - 06/19/2001
VALLEY FORGE SECURITIES, INC . (ROSEMONT PA)
NY
06/13/2000 - 10/25/2000
MASON HILL & CO., INC. (NEW YORK NY)
NY
09/17/1999 - 06/13/2000
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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