Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Snider is a financial professional with over 20 years of experience in the industry. James is a Registered Representative and Investment Advisor Representative with Planmember Securities Corp., based in Naperville, Illinois. James's previous experience includes positions with Veritrust Financial, LLC and Waddell & Reed, Inc. James is licensed to conduct business in Illinois, California, Florida, Michigan and Wisconsin. James has earned the Series 66, 24 and 7 securities licenses and the Series 63 Uniform Securities Agent State Law Exam. James specializes in financial planning, portfolio management and educational seminars.
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.
Provides investment supervisory services
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.
1
2
IL
10/07/2013 - Present
Planmember Securities Corp. (Naperville IL)
IL
10/01/2007 - 10/07/2013
VERITRUST FINANCIAL, LLC (LISLE IL)
IL
01/07/2003 - 10/03/2007
WADDELL & REED, INC. (OAKBROOK IL)
BOTH
Issued 05/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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