Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Snyder is a financial advisor with over 20 years of experience in the industry. He works as an Investment Advisor Representative for Prosperity Wealth Management, Inc. in SAN RAMON, CA, and also holds a Series 63 and Series 65 licenses. Francis has previously worked with several firms including CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, TRANSAMERICA FINANCIAL ADVISORS, INC and ALLSTATE FINANCIAL SERVICES, LLC. Francis provides a variety of services, including financial planning, selection of other advisors, and portfolio management for individuals. Francis has 243,370,500 in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (SAN RAMON CA)
TX
11/01/2017 - 10/14/2019
CETERA ADVISOR NETWORKS LLC (SAN ANTONIO TX)
TX
11/18/2013 - 11/01/2017
GIRARD SECURITIES, INC. (SULPHUR SPRINGS TX)
TX
06/16/2010 - 12/05/2013
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
10/07/2005 - 06/22/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (MISSOURI CITY TX)
NE
09/15/2004 - 10/05/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
FL
01/15/2003 - 09/08/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IN
08/02/2001 - 01/07/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/02/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NE
06/18/1999 - 08/10/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
05/21/1999 - 06/16/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 04/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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