Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Snavely is a financial advisor who has been in the industry for over 35 years, specializing in Investment Company Products/Variable Contracts. He is currently registered with PFS Investments Inc. and holds Series 6, 26, and 63 licenses, as well as the SIE designation. Gerald has extensive experience working with a variety of clients, including individuals, corporations, and charitable organizations. He is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
03/20/1986 - Present
PFS Investments Inc. (SYKESVILLE MD)
BC
Issued 08/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Snavely is the right advisor for you? Invested Better is here to help.
