Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward James Snyder is a financial advisor with Commonwealth Financial Network. Edward has over 28 years of experience in the financial services industry and holds the Series 6, Series 7 and Series 63 licenses. Edward also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Edward's previous employers include TRANSAMERICA FINANCIAL ADVISORS, INC and PRUCO SECURITIES CORPORATION. Edward is registered to provide advisory services in 24 states and Puerto Rico. Edward is the Co-owner, President and Secretary of Oaktree Financial Advisors, an entity created to facilitate securities, advisory, insurance, and tax preparation businesses. Edward is also a Fixed Insurance Sales agent for Oaktree Financial Advisors. Edward's current office is located at 12900 N. Meridian Street, Suite 130, Carmel, IN 46032.
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.
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.
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2
IN
03/28/2016 - Present
Commonwealth Financial Network (Carmel IN)
IN
01/01/1996 - 04/25/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CARMEL IN)
NJ
06/28/1994 - 11/21/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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