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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Edward Snodgrass is a financial advisor with Avantax Advisory Services, an investment advisory firm based in Wheeling, WV. Eric Edward Snodgrass is a registered representative and investment advisor representative in West Virginia and is licensed to provide financial advice in multiple states. He is a highly experienced advisor with a focus on investment management and financial planning for individuals, businesses, and retirement plans. Eric Edward Snodgrass is committed to providing personalized, customized financial guidance that helps his clients reach their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WV
02/13/2017 - Present
Avantax Advisory Services (Wheeling WV)
WV
02/27/2009 - 02/15/2017
FSC SECURITIES CORPORATION (MOUNDSVILLE WV)
WV
06/30/2003 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (MOUNDSVILLE WV)
BOTH
Issued 08/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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