Unclaimed
Erica Jayne Snowberger is a registered representative with Fidelity Personal And Workplace Advisors. Erica is active in both the Broker-Dealer and Investment Advisor fields. Erica has a strong background in financial services and is committed to providing her clients with personalized advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/10/2019 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
IA
Issued 11/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Erica Snowberger is the right advisor for you? Invested Better is here to help.