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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 Snyder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the industry since 1996 and has a wide range of experience in the financial services industry. Eric has passed the Series 3, 7, 31, 52, and 63 exams. Eric is registered in 41 states and holds licenses in both New York and New Jersey. Eric's current registrations are active in New Jersey, New York, and Texas. In addition to the broker-dealer registrations, Eric also holds an active Investment Advisor representative license in New York. Eric has a strong background in portfolio management for both businesses and individuals and has extensive experience in pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
07/24/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MI
03/05/1996 - 09/13/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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