Unclaimed
Eric Snyder is a financial advisor with MML Investors Services, LLC. Eric has been working in the financial services industry since January 2015. He has experience in helping individuals and businesses with their financial planning and investment needs. Eric is licensed in the state of California and has a Series 6, 7, 63, 66, and SIE license. Eric also holds a Life, DI, LTC, Fixed Annuities and Health insurance license and has been working as an insurance broker since 2024. He has experience working with various types of clients, including high-net-worth individuals, businesses, and retirement plans. Eric provides financial planning, asset allocation programs, portfolio management, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
06/07/2024 - Present
MML Investors Services, LLC (Los Angeles CA)
CA
01/27/2015 - 01/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
03/17/2008 - 12/31/2008
WORLD GROUP SECURITIES, INC. (IRVINE CA)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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