Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik R Snyder is a financial advisor who has been in the industry since 2003. Erik is a Certified Financial Planner (CFP®) and has experience in both investment advisory and broker-dealer services. Currently, Erik is registered with Fidelity Personal and Workplace Advisors. Erik is registered to provide investment advisory services in Pennsylvania and Texas and brokerage services in 27 states.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
PA
08/12/2003 - 10/11/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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