Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellie? Claim Your ProfileEllie Danae Snyder is a financial advisor with Cerity Partners LLC, an investment advisor based in New York, New York. Ellie is licensed in Ohio and has over 4 years of experience in the financial services industry. Ellie has a Series 66, Series 7, and SIE license. She is a Certified Financial Planner. Ellie's practice focuses on providing financial planning and investment management services to individuals, families, and businesses. She is also a Certified Financial Planner. Her firm, Cerity Partners LLC, offers a variety of financial services, including financial planning, investment management, retirement planning, and estate planning. Ellie has been with Cerity Partners since April 2023.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/26/2023 - Present
Cerity Partners LLC (NEW YORK NY)
OH
05/15/2019 - 04/27/2021
KALOS CAPITAL, INC. (Dayton OH)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Ellie Snyder is the right advisor for you? Invested Better is here to help.
