Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Snyder is a financial advisor with over 39 years of experience in the industry. Eric is registered with UBS Financial Services Inc. and has a Series 7, Series 10, Series 63, and Series 65 license. Eric has a proven track record of success in helping clients achieve their financial goals. Eric has worked for UBS Financial Services Incorporated of Puerto Rico in the past. Eric is currently registered with the state of Puerto Rico and is able to provide financial advice to clients in several other states including Florida, Georgia, Illinois, Texas and Virginia.
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.
See schedule d - miscellaneous
1
2
PR
03/26/2020 - Present
UBS Financial Services Inc. (SAN JUAN PR)
PR
02/07/1991 - 08/28/2021
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
IA
Issued 7/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/4/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/1982
Series 5 - Interest Rate Options Examination
BC
Issued 5/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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