Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harrison Snyder is a financial advisor who has been in the industry since 2000. James is currently registered with Janney Montgomery Scott LLC. James has previously worked with COKER & PALMER, SCOTIA CAPITAL (USA) INC., CAPITAL ONE SECURITIES, INC., and DEAN WITTER REYNOLDS INC. James holds licenses for Series 66, Series 24, SIE, Series 31 and Series 7. James is registered in 22 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.
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.
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.
Fee plus commission
1
2
LA
09/19/2022 - Present
Janney Montgomery Scott LLC (Mandeville LA)
LA
07/08/2020 - 09/22/2022
COKER & PALMER (New Orleans LA)
LA
03/16/2016 - 02/24/2020
SCOTIA CAPITAL (USA) INC. (NEW ORLEANS LA)
LA
01/09/2001 - 03/15/2016
CAPITAL ONE SECURITIES, INC. (NEW ORLEANS LA)
NY
09/15/1999 - 01/11/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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